Deborah W. Ellis
Menu

Deborah W. Ellis, CFP®

Get Your Free Report

10 Fun Ways to Save for Your Future!

Certified Financial Planner®
Investment Advisor Representative
Author
Financial Coach
Professional Speaker

Picture

"I help people like you who are going through a life transition and are serious about your future. My objective is to help you to feel secure and reach your financial goals"


Picture

What Does Your Financial Pathway Look Like?

THE PATH THROUGH ANY LIFE TRANSITION IS CHALLENGING AT BEST.  LET US HELP PUT YOU AT EASE BY PROVIDING STRATEGIES FOR: 
  • A PLAN THAT WORKS
  • TRUSTED GUIDANCE & ADVICE
  • CUSTOMIZED TO YOUR LIFE
find out more

What is an
Investment Advisor Representative?

Although many professionals call themselves "financial planners or advisors," at this time only Investment Advisor Representatives (IAR) are held to a fiduciary standard.  As such, IAR's are professionals who are held to the highest ethical standards. IAR's who are also, Certified Financial Planners® (CFP®) have additional education and training and like IAR's, understand the financial climate. As a CFP® who is also an IAR, I am committed to make financial planning recommendations in your best interest. No matter where you are in life. I hope you'll find confidence in working with an IAR, CFP® professional to evaluate your finances and develop a comprehensive plan for your financial future.
find out more

Some Of Our More Popular Services

We are about educating, advising, coaching and implementing for your financial future.
Picture

Your Financial Plan

Picture
Your Financial Plan is your roadmap from where you are now to where you are going. Yogi Berra said, “if you don’t know where you are going, you might wind up someplace else”.
We start with your goals, needs, wants and wishes. We gather all your financial data in order to do a thorough analysis. Then we analyze the data and run different scenarios of your choosing. Once you are satisfied, we print out a final plan, empowering you to know where you are grain and how you are getting there. The intention of the plan is to give you a way to see how each financial decision affects everything else, and the whole plan. Who would think about going on vacation without know the destination?
Picture

Financial Coaching

Picture
Financial Coaching is an excellent way to increase your financial literacy and your understanding of finance, economics or any financial area to which you’d like to pay particular attention. Financial Coaching goes beyond planning in that it is helping you put together all the information you need for a plan. Financial Coaching will address your specific questions and issues in a one-on-one setting in-person, online, or over the phone.
Picture

Investment Advice

Picture
Through Cogent Independent Advisors, Inc, I research, analyze and monitor your investments so yo don’t have to.
If you know your plan but would rather have someone else research, analyze and monitor your assets, then let me guide you. My goal is to provide personalized recommendations that meets your needs, timetables and desires and can be easily outlined and put into action.
Learn More

Learn How Achieving Your Financial Security Begins with Your Knowledge...

Understanding is key to learning about achieving financial security for you, your family, your life! Many financial organizations keep you in the dark about how to use your money as a tool to help you achieve your own financial goals. We strive to educate you about your finances.  This also gives you a sense of empowerment and confidence to help you create more  certainty in an uncertain world of change. Learn more about Deborah's latest book and get your own copy and get educated today!
find out more
Picture
Picture

Before You Talk with a So Called "Financial Advisor" Be Sure You Understand to Whom You Are Speaking.

 
Learn More Now

Have one of our financial advisers reach out to you.

Subscribe to Newsletter

About Us

"I help people like you who are going through a life transition and are serious about your future.  My objective is to help you to feel secure and to reach your financial goals"

21941 Plummer Street
Chatsworth, CA 91311
Phone 805-585-5424 ext.2
Deb@DeborahWEllis.com

Home

About

Services

Blog

Contact

All written on this site is for information purposes only. Opinions expressed herein are solely those of Cogent Independent Advisors, Inc.  and our editorial staff. Material presented is believed to be from reliable sources, however, we make no representations as to its accuracy or completeness. All information and ideas should be discussed in detail with your Registered Investment Advisor in the State of California. The presence of this web site shall in no way be construed or interpreted as a solicitation to sell or offer to sell investment advisory services to any residents of any state other than legally permitted. Images and photographs are included for the sole purpose of visually enhancing the website. none of them are photographs of current or former clients. The should not be construed as an endorsement or testimonial from any of the persons in the photographs.
Copyright © 2017DeborahWEllis
  • Home
  • About Us
  • Financial Services
    • Financial Plans
    • Financial Coaching
    • Investment Advice
  • Financial Speaker
  • Blog
  • Contact
  • Opt-in Report
  • Home
  • About Us
  • Financial Services
    • Financial Plans
    • Financial Coaching
    • Investment Advice
  • Financial Speaker
  • Blog
  • Contact
  • Opt-in Report