Our Story
Our approach is deeply personal.
We know that behind every portfolio is a person with aspirations, challenges, and pivotal decisions to make. That's why we take the time to understand each client's story—their past experiences with money, their current financial situation, and their vision for the future. This holistic view allows us to craft strategies that not only grow wealth but align with our client's values and life goals.
Ellis Wealth Planning was born from a simple yet profound realization:
True financial success goes beyond simply building wealth—it’s about knowledge, confidence, and creating a lasting legacy.
Education is at the core of our approach. We believe that well-informed clients make the best decisions. By simplifying complex financial concepts and offering clear, practical guidance, we help our clients take control of their financial future with certainty.
YOUR GUIDE
Deborah W. Ellis, CFP®, MBA, CRPC®
Deborah is a certified financial planner with the education and experience to help her clients achieve their financial goals.
She believes that money needs care and attention to grow. With encouragement from her family, she saved her earnings from her work in Film and TV production, opened her own investment account at a local Investment Brokerage, and began investing in individual stocks and bonds. Her success motivated her to further her education beyond her Bachelor of Arts from UCLA and complete the requirements for an MBA from Pepperdine University. She then studied higher-level mathematics and computer science at CA State University, Northridge.
Deborah completed her training to take the Certified Financial Planner® (CFP®) exam at the Colorado College of Financial Planning, where she also received the Charter Retirement Planning Counselor (CRPC) designation,
As an investor herself and an author and speaker, she aims to help clients understand their investments so they can make informed financial decisions.
She works with high-net-worth individuals and those who want to learn more about economics, finance, and investments.
She works exclusively as a fiduciary, fee-only advisor and fees are determined as either a flat planning fee, as Assets Under Advisement (AUA), or as Assets under Management (AUM).
As a fiduciary and fee-only advisor, she is a member of NAPFA, Garrett Planning Network, Fee-Only Advisors, AFCPE, Kiplinger Advisory Collective, and the Financial Planning Association.
While involved in the Film Industry, she was a member of the Directors’ Guild of America, Women in Film, and the International Alliance of Theatrical Stage Employees (IATSE).
Our
Values
Personal Empowerment
We believe in equipping our clients with knowledge through education, enabling them to make informed financial decisions. By tailoring strategies to each client’s unique needs and goals, we provide personalized solutions that go beyond one-size-fits-all approaches.
Wisdom & Innovation
Our approach blends timeless financial principles with modern insights. By combining experience, sound judgment, and the latest tools, we offer thoughtful, forward-thinking advice that adapts to the ever-changing financial landscape.
Integrity & Trust
We uphold the highest ethical standards in every interaction, always putting our clients' interests first. As fiduciary advisors, we ensure transparency and build trust, providing clarity and confidence in all financial matters.
Holistic, Long-term Partnership
We take a comprehensive view of our clients' financial lives, integrating short-term needs with long-term goals. Through collaborative partnerships, we help you and your family through every important life transition.
Our story is one of continuous learning, growth, and dedication to our clients' success.
We continue to evolve, embracing new technologies and strategies while holding fast to the timeless wisdom that has guided financial success for generations.
Tyler R. Tichelaar (review of Your Money and You: How to Increase Your Chances of Achieving Financial Security by Deborah W. Ellis)
“As Ellis shows us, investing is really not that difficult. What is harder is to learn to save and to break some negative beliefs we may have about money so that we can quit solely working for money and learn to make it work for us.”
Gianna Mauceri (review of Women and Wealth: Essential Concepts for Staying on Top of Your Investments without Doing All the Work Yourself by Deborah W. Ellis)
“This book really helped me to determine and become very clear on what my relationship with money was. It gives great, easy and efficient ways to become friends with money and build a healthy relationship with abundance.”
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