Deborah Saas's Location
Cincinnati, OH, US
Deborah Saas's Work
- Private Wealth Manager @ Center For Wealth Management
- Registered Principal and Registered Representative and Branch Manager @ LPL Financial
- Financial Consultant and Certified Financial Manager @ Merrill Lynch
- Various Positions @ Retail Management
Deborah Saas's Education
- Donald T. Regan School of Advanced Financial Management
Certified Financial Manager (Financial Planning and Services)
1987 - 1989 - Miami University
B.S. (Retail Management)
1973 - 1977 - Miami University
- Cleveland Heights High School1970 - 1973
Deborah Saas's Skills
- Retirement Planning
- Investment Advisory
- Estate Planning
- Wealth Management
- Series 7
- Strategic Financial Planning
- Series 63
- Series 24
- 401k Rollovers
- Mutual Funds
Deborah Saas's Summary
Deborah Saas, based in Cincinnati, OH, US, is currently a Private Wealth Manager at Center For Wealth Management, bringing experience from previous roles at LPL Financial, Merrill Lynch and Retail Management. Deborah Saas holds a 1987 - 1989 Certified Financial Manager in Financial Planning and Services @ Donald T. Regan School of Advanced Financial Management. With a robust skill set that includes Retirement Planning, Investment Advisory, Estate Planning, Wealth Management, Series 7 and more, Deborah Saas contributes valuable insights to the industry. Deborah Saas has 3 emails and 1 mobile phone number on RocketReach.
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