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Our financial advice team


Debra Steinmetz Ameriprise Financial Advisor

Debra Steinmetz

CFP®, JD

Financial Advisor

Fiduciam Financial
29
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.
Background and qualification information is available at FINRA’s BrokerCheck website.

Areas of focus

  • Investments
  • Retirement Income Strategies
  • Executive Compensation and Benefit Strategies
  • Insurance
  • Charitable Giving
  • Retirement Plan Distribution
  • Retirement Planning Strategies
  • Tax Planning Strategies
  • Wealth Preservation Strategies
  • Small Business
  • Estate Planning Strategies

Interests

My Core Values are: Family, Healthy, Happiness, Integrity, and Meaningful work

My interests include:

  • Culinary arts
  • Travel
  • Photography

Qualifications

  • CFP® CERTIFIED FINANCIAL PLANNER™ practitioner

Education

  • Juris Doctorate, Georgetown Law Center, 1978-1981
  • BA, SUNY at Buffalo, 1973-1977, Phi Beta Kappa

Previous experience

  • Attorney, Brecher, Fishman, Feit & Heller LLP, New York, NY, 1982-1987