Broker Check
(805) 380-4386
DEBORAH.FRANKEL@LPL.COM

Team

We believe our teamwork approach adds a broader perspective to all we do and provides increased benefits to our clients.

We can help you address:

  • Investing principles and strategies
  • Retirement investing and distribution strategies
  • Estate conservation issues
  • Risk management analysis

We also can answer your questions, including:

  • Can I retire early?
  • Are my investments working hard enough?
  • What’s a good approach for college savings?
  • What are the elements of a sound estate strategy?
  • Do I have enough life insurance for my family?

We can help you create an approach that is designed to address your individual situation.

 
Deborah Frankel

Deborah R Frankel

Private Wealth Consultant
President 

(805) 380-4386

deborah.frankel@lpl.com

Deborah brings with her over 40 years of experience in both the Business and Financial Industries. Deborah began her financial career at Prudential Securities in 1997 and stayed with them through the merger with Wells Fargo. In 2005...

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Anik Jankowski

Anik Jankowski

Lead Office Manager

(805) 496-0988

anik.jankowski@lpl.com

Anik is our lead office manager that handles multi tasking like no other person. Our industry is getting tighter and more complicated with Compliance and certain cut off dates. Anik has a delightful personality and she has the ability...
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Lisa Pulido

Administrative Assistant

(805) 496-0988

lisa.pulido@lpl.com

Lisa's spirit and understanding adds another layer of the professional, upbeat friendly atmosphere that we have created in our office. Her understanding of detail and efficiency makes no task too big for Lisa and we are proud to...

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