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Debbie Clark, Financial Advisor

FINANCIAL ADVISOR
Debbie Clark

QAFP®, CEPA®
1636 Main Street, Unit 130, Penticton, BC V2A 5G8opens in a new window
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Focus Areas

  • Wealth strategies
  • Estate and legacy strategies
  • Intergenerational planning

About Debbie

I agree with Confucius: "Choose a job you love, and you'll never work a day in your life." As a financial advisor, I get to use both the creative and analytical sides of my brain, follow my passions, and make a difference for people in my community.

I'm passionate about education and financial literacy.

• For women of all ages and circumstances, I hold complimentary seminars to help them feel confident about preparing for the needs unique to their gender.
• For couples, I help coordinate goals with discussions like, "What are your dreams for the future, and do they match your partner's?"
•...

Work History

  • Edward JonesMarch 2018 to Current

Team Members

  • Stephanie Carlson
    Sr. Branch Office Administrator

Send Me a Message

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Office Information

Hours

Office Hours
WeekdayAvailability
Mon 08:00AM - 04:00PM
Tue 08:00AM - 04:00PM
Wed 08:00AM - 04:00PM
Thu 08:00AM - 04:00PM
Fri 08:00AM - 03:00PM
Sat By Appointment Only
Sun Closed

Phone

(250) 493-8352

Fax

(888) 619-1785

Office Address

1636 Main Street
Unit 130
Penticton, BC V2A 5G8opens in a new window

More to explore

My priorities

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Setting your path

We use an established process to help you reach your goals.

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