Deborah, M. Bassett, ChFC
E-mail address: firstname.lastname@example.org
WA License #: 153070 CA Insurance License# OE97710
Deborah is a Registered Representative with KMS Financial Services, Inc., with over 14 years of experience in the financial industry. She provides financial services to clients in Washington as well as Arizona, California, Florida, Indiana and Pennsylvania. Deborah helps her clients achieve financial peace of mind by listening to their goals and understanding their needs, values and risk tolerance and designing customized financial plans for them. She will work with her clients’ team of advisors (i.e., CPA, attorney, etc.) to ensure that her clients’ needs are being met on an on-going basis. She provides wealth management strategies for her clients who require efficient estate transfers.
Clients have found Deborah knowledgeable, trustworthy and caring. Her colleagues have shared their observations on her ability to build and maintain client relationships. Deborah is involved in the community by raising funds for cancer research, area hospitals and supporting local businesses. She has been a featured speaker at local investment group meetings on such topics as Global Investing and Wealth Management as well as at local association meetings on her life’s journey. She serves on the Board of Governors at Tacoma Lutheran Retirement Community and on their Finance Committee. She holds a Chartered Financial Consultant designation and has completed the Certified Financial Planner Program.
A Gig Harbor resident for 31 years, Deborah has reared three sons, is a cancer survivor, a widow and a divorcee. She is well aware of the financial impact life’s “major events” can create and believes in helping others avoid the potential financial pitfalls of these events. Deborah is a dedicated and trusted professional whose goal is to empower and educate her clients through long-term planning relationships.
FINRA Securities Licenses: Series 6, 63, 65, 7