CFP® – Founding Partner

Debra Fields has been working in the Financial Services industry since 1980. Debbie earned her Bachelor’s Degree in Business and French from the University of Redlands. Before co-founding FMB Wealth Management (formerly known as Fields Financial Associates, Inc.) she was a loan officer with Crocker Bank and the Director of Insurance with The Morton Company. In 1987 she earned the professional credential CFP® or Certified Financial Planner™. She currently serves as FMB Wealth Management’s Secretary and Treasurer and provides general administrative support for the firm and Investment Advisory Representatives.

The FMB Blog

CLIENT QUESTION OF THE WEEK: Why shouldn’t I make tactical changes based on recent news that I believe will impact my portfolio?

8/7/2020 CLIENT QUESTION OF THE WEEK: Why shouldn’t I make tactical changes based on recent news that I believe will impact my portfolio?   The major online brokerage platforms have seen an increase in new accounts and trading activity as a result...

Giving Thanks and Making an Impact

11/26/19 As you gather around the table with loved ones on Thanksgiving and talk about what you are thankful for, do you sometimes wonder how you might share your abundance in the most impactful way?  Does your family have a charitable mission...