Deborah Ellis

CFP, MBA

Financial Adviser at Cogent Independent Advisors, Inc. in Thousand Oaks, CA

About

Certified Financial Planner with offices in Northridge, Thousand Oaks, Sherman Oaks, CA. Also have a presence in Honolulu, HI, and Roseburg, OR. Specialize in investments and retirement planning.

Address
325 E. Hillcrest Dr. Ste 195 in Thousand Oaks, CA 91360
Info
Languages: English, Spanish
Year started: 2000

Reviews

Peer Endorsements

Best Answers

Q&A
Asked by Charles Jones
Answered by Mark Haynie
Mortgage Broker in Los Angeles, CA
Based on the 2.5% rate of your HELOC, it appears to be PRIME -.75%, which is a pretty sweet deal. I don't know if your initial interest-only term was for 15 years or...
Q&A
Asked by Todd
Answered by Deborah Ellis
Financial Adviser in Thousand Oaks, CA
There are several mortgage companies that specialize in refinancing manufactured or mobile home whether or not you own the land. Several of the ones I have found incl...
Q&A
Asked by Maureen
Answered by Chad Freeman PRO+
Branch Manager in Bethesda, MD
Hello Maureen, Though I got a bit of a chuckle from the way you worded your question, it's certainly a misconception out there that people over a certain age, or pe...
3

Specialties

  • Bonds & Fixed Income
  • Business Planning
  • Education Savings
  • Equities
  • Estate Planning
  • Mutual Funds
  • Retirement Planning
  • Risk Management
  • Tax Advantaged Investments
  • Other

Credentials

Associations

Directors' Guild of America
FPA
FSP
Soroptimists International, San Fernando Valley
FSP

Certifications

CFP

Background

Experience

President
Financial Planner
Vice President of Financial Planning
Personal Financial Counselor

Education

Pepperdine University