Deborah LavinskyFinancial Planner
Phone: 480-659-3850x5 Deborah Lavinsky has over three decades of experience in the personal finance, wealth management, and philanthropic fields. She has a special talent for translating complex financial issues into easily understandable concepts and creating action plans meeting individual objectives. Deborah thrives on helping multi-generational families grow, manage, preserve, and transfer their wealth in meaningful ways. Deborah is firm believer in the importance of long-term financial planning as an essential tool in achieving objectives. She has extensive experience working effectively with professionals, pre-retirees, women in transition and business owners on retirement income planning, estate planning, business succession planning and long-term care. Deborah's commitment to excellent service, integrity, and personal attention has earned her the loyalty of many long time clients. Deborah serves as a non-public arbitrator for the Financial Industry Regulatory Authority, Inc., (FINRA). FINRA is the largest independent regulator for all securities firms doing business in the United States. FINRA’s mission is to protect America’s investors by making sure the securities industry operates fairly and honestly. FINRA arbitrators—neutral, qualified individuals who are essential in maintaining a fair, impartial and efficient system of arbitration—serve as decision makers, weighing the facts of each case presented. Arbitrators hear all sides of the dispute as presented by the parties, study the evidence and then render a final and binding decision. Deborah brings these skill sets to her clients as an independent and ethical advisor. Deborah is a respected national speaker and author, a financial literacy advocate, and lifelong volunteer. She can often be found teaching financial literacy courses, fundraising for genetic research, or promoting a women's leadership program. Deborah has been the president of a chamber of commerce, a recognized community leader, and political activist. Prior to her career in financial services, Deborah performed as principal flutist in numerous symphony orchestras in the United States and Europe. Deborah holds the FINRA Series 7 and 66 licenses and AZ, CA, FL, OH and UT life insurance licenses. She is an Investment Advisor Representative and has earned the Chartered Retirement Plans Specialist (CRPS) designation through the College for Financial Planning. Deborah is a passionate triathlete, knitter, and golfer as well as a devoted wife to her husband Arthur, mother of two grown children and one energetic Yorkie.
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8080 E. Gelding Drive Suite 105 Phone: (480) 659-3850 |
All information herein has been prepared solely for informational purposes, and it is not an offer to buy or sell, or a solicitation of an offer to buy or sell any security or instrument or to participate in any particular trading strategy.
Securities and investment advisory services offered through National Planning Corporation (NPC), NPC of America in FL & NY, Member FINRA/SIPC, and a Registered Investment Adviser. Registered Representatives of NPC may transact securities business in a particular state only if first registered, excluded or exempted from Broker-Dealer, agent or Investment Adviser Representative requirements. In addition, follow-up conversations or meetings with individuals in a particular state that involve either the effecting or attempting to effect transactions in securities, or the rendering of personalized investment advice for compensation, will not be made absent compliance with state Broker-Dealer, agent or Investment Adviser Representative registration requirements, or an applicable exemption or exclusion. Securus Financial Group, Inc. and NPC are separate and unrelated companies.