Deborah van Doorne
High Net Worth Client Services @Fidelity Investments
Signup · Get unlimited contacts
WORK HISTORY
High Net Worth Client Services @Fidelity Investments
EDUCATION
Hofstra University
Bachelor’s Degree
ABOUT DEBORAH VAN DOORNE
As a financial planner, I take the time to understand my clients’ goals so that we can create a path toward creating the lives they envision for themselves and their families. My approach to planning is rooted in discovering what makes money meaningful to my clients and nurturing lifelong partnerships with them. I’m committed to seeing my clients’ full picture so that I can give them the best options and strategies to stay on track toward their goals today, tomorrow, and throughout all life’s changes. I specialize in providing guidance on having enough money to last throughout retirement; funding education for children or grandchildren; minimizing taxes to keep more of your income; ensuring your assets are optimally positioned; leaving your assets to heirs or charities; and creating a safety net that accounts for illness, injury, layoffs, or market downturns. In addition, I am passionate about being an active contributor to my community by volunteering in my local Rotary, and other civic groups. I work to be an advocate for women by participating in groups like Moxxie Network, and Ellevate. When not working, I enjoy reading, travel, good food and wine, reading and gardening. My greatest joy is my husband and my two grown children.
This profile is compiled from publicly available professional sources. Unifers is not affiliated with or endorsed by LinkedIn. Request removal of this profile.