Deborah Sims

About Deborah Sims

As the Principal of Engaging Women in Wealth, I am passionate about providing financial guidance to women and helping them plan for their financial future and protect their family legacy. I began my career in 1985 with Dean Witter in downtown Los Angeles, after studying at University of Minnesota. Within five years, I was named Vice President of Great Western Financial Services, an acclaimed Wall Street firm. For the past 15 years, I have been the Principal and wealth advisor of Estate Management Group and Engaging Women in Wealth. Both firms were founded on loyalty, traditional values, dedication, uncompromising quality, and exceptional personal service. My mission is to serve as my clients’ most trusted wealth advisor through professional knowledge, integrity, and personalized wealth management services. I am actively involved in the San Diego community, serving as a member of the Rancho Santa Fe Foundation Women’s Fund, USC Trojan League Associates of San Diego County, Rancho Santa Fe Rotary Club, Country Friends of Rancho Santa Fe, and Village Church in Rancho Santa Fe. I have been involved with a number of other charities throughout the years, including Kid’s Korps, National Charity League, Rady’s Children Hospital, University of San Diego and others.Registered Representative offering securities and advisory services through Madison Avenue Securities, LLC.(MAS), Member FINRA/SIPC, and a Registered Investment Adviser. Engaging Women in Wealth and MAS are not affiliated entities. CA Insurance License Number 0C74190.For a list of states in which we are registered to do business, please visit

Experience

1. Wealth Advisor

   Engaging Women In Wealth

   Jul 2007 — Present · San Diego, CA, US

   Engaging Women in Wealth is a wealth management and financial services firm offering comprehensive and customized solutions designed to help women manage their assets and feel confident and secure in their future. In everything we do, we follow our mission:“Every woman has her dreams. To fulfill these desires, a woman must feel confident. Confidence enables empowerment and enrichment of knowing who you are and where you want to go. By establishing a plan, Engaging Women in Wealth ensures purpose in the woman seeking her dreams.”Based in San Diego County, we have offices in Rancho Santa Fe and Old Town. Many of our clients are based locally in Rancho Santa Fe, Del Mar, La Jolla, Solana Beach. We invite you to contact us today to learn more about how we can help you.Visit for more information!*The highest compliment our Clients can give us is a Referral. Thank you for your Referrals.Estate Management Group is an independent firm with securities offered through Summit Brokerage Services, Inc, Member FINRA, SIPC. Advisory services offered through Cetera Investment Advisers LLC, a Registered Investment Adviser.

Skills

• Strategic Planning
• Small Business
• Property Management
• Wealth
• Investments
• Negotiation
• Financial Planning
• Retirement
• Strategic Financial Planning
• Customer Service
• Finance
• Retirement Planning
• Management
• Tax
• Estate Planning
• Public Speaking
• Wealth Management
• Microsoft Excel
• Powerpoint
• Microsoft Office
• Sales
• Financial Services