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Debbie Grose Location
Folsom, CA, US
Debbie Grose Work
Senior Vice President @ (May 2026 - Present)
Chief Executive Officer @ (January 2016 - May 2026)
Director of Financial Planning @ Lighthouse Financial Planning, LLC (October 2007 - December 2015)
Instructor @ (March 2014 - July 2015)
Volunteer @ (January 2014 - January 2014)
Chair @ Financial Planning Association - Presidents Council of Northern California (January 2013 - December 2013)
Residency Mentor @ (October 2013 - October 2013)
President @ FPA of Northern California/Sacramento Chapter (December 2011 - December 2012)
Residency Mentor @ (October 2012 - October 2012)
Residency Mentor @ (October 2011 - October 2011)
FPA of Nor Cal and Sacramento President-Elect @ (January 2010 - January 2011)
Career Development Director and Student Liasion @ Financial Planning Association of Northern California (July 2009 - June 2010)
Co-Founder and Partner @ Women's Investment Group (WIG) (March 1998 - October 2008)
Independent Contractor and Sole Proprietor @ DG Enterprise (October 2005 - May 2007)
Assistant Finance Director and Deputy Treasurer @ City of Woodland (June 1993 - August 2005)
Debbie Grose Education
University of California, Davis
Certificate (Personal Financial Planning)
2005-2007
University of Southern California
Certificate (Leadership)
1997-1999
California State University-Sacramento
Bachelor of Science (Accounting)
1989-1994
Debbie Grose Skills
Designs in wealth creation
College education funding plan design
wealth managment
Strategic Financial Planning
Investments
Retirement
Financial Advisory
Wealth Accumulation
Investment Management
Retirement Planning
Wealth Management
Estate Planning
Financial Planners
Personal Finance
Risk Management
Personal Financial Planning
Designs in Wealth
College Education
Teaching
Management
Strategic Financial
Microsoft Excel
Financial Analysis
Business Development
Project Management
Microsoft Word
Debbie Grose Summary
Debbie Grose, based in Folsom, CA, US, is currently a Senior Vice President at Wealth Enhancement. Debbie Grose brings experience from previous roles at Lake Tahoe Wealth Management, Inc., Lighthouse Financial Planning, LLC, UC Davis Extension and Junior Achievement of Sacramento. Debbie Grose holds a 2005 - 2007 Certificate in Personal Financial Planning @ University of California, Davis. With a robust skill set that includes Designs in wealth creation, College education funding plan design, wealth managment, Strategic Financial Planning, Investments and more. Debbie Grose has 3 emails and 1 mobile phone numbers on RocketReach.
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