Phone Number: (510) 547-8900
Email Address: email@example.com
700 Franklin Street
Napa, CA 94559 United States
Debbie Izzi is as Investment Advisor Representative (IAR) located in Napa, California. Debbie holds a FINRA Series 7 and 63 registration with LPL Financial and is licensed with the California Department of Insurance for Life, Disability and Long-term Care Insurance (License #4032974). She is also a Chartered Financial Analyst (CFA®) and has a Master’s Degree in Information Systems and a Bachelor’s Degree in Finance and Economics.
A specialist in investment management, Debbie has over twenty years of financial experience, including thirteen years at Bank of America. As a Senior Vice President for Bank of America, Debbie managed portfolios for both mutual funds and pension funds. She analyzed global economic, currency and political data and traveled the world seeking the best stocks for her clients. But now she’s put away her passport to focus on investment advisory and financial planning for individuals – applying her analytical skills, investment experience and usual diligence to help her clients find their best financial life.
When not at work, Debbie enjoys spending time with her husband and three sons, as well as using her financial skills to help local community organizations, especially those providing services for children. Currently, she serves as treasurer on the board of Napa Valley’s largest swim team.
CA Ins License #4032974
Securities offered through LPL Financial, member FINRA/SIPC. Investment advice offered through Valley Wealth Strategies, a registered investment advisor and separate entity from LPL Financial. Zuk Financial Group and LPL Financial are separate and unrelated companies.