Deb Sims, Wealth Advisor and CEO of Engaging Women in Wealth, is providing financial guidance to women and helping them plan for their financial future and protect their family legacy.
She began her career in 1985 with Dean Witter Los Angeles, after studying at University of Minnesota. Within five years, she was named Vice President of Great Western Financial Services, an acclaimed Wall Street firm.
For the past 15 years, Deb Sims has been the principal and wealth advisor of Estate Management Group and Engaging Women in Wealth. Both firms were founded on loyalty, traditional values, dedication, uncompromising quality, and exceptional personal service. Along with her experience, she has received the Accredited Investment Fiduciary® certification, which signifies advanced knowledge of fiduciary responsibility and the ability to implement policies and procedures that meet a defined standard of care. The Accredited Investment Fiduciary®certification means that Deb adheres to a strict fiduciary standard of care and act solely in the best interests of her clients.
Along with her experience as a financial advisor on Wall Street and working with independent firms, she also has the Chartered Federal Employee Benefits Consultant designation. The ChFEBC℠ designation is important to Deb because it enables her to help Federal employees better understand and maximize the benefits available to them. The Federal retirement benefits are complex and constantly updated requiring specific expertise in order to be able to best navigate them. Deb’s designation as a Chartered Federal Employee Benefits Consultant means she has undergone extensive training and has a thorough understanding of CSRS and FERS retirement annuities, the Thrift Savings Plan (TSP), and other benefits that only federal government workers may have.
Her mission is to serve as her clients’ most trusted wealth advisor through professional knowledge, integrity, and personalized wealth management services. She enjoys working closely with clients’ helping them pursue their goals and dreams.
Deb Sims is actively involved in her San Diego community, serving as a member of the Rancho Santa Fe Foundation Women’s Fund, USC Trojan League Associates of San Diego County, Rancho Santa Fe Rotary Club, Country Friends of Rancho Santa Fe, and Village Church in Rancho Santa Fe. She has been involved with a number of other charities throughout the years, including Kid’s Korps, National Charity League, Rady’s Children Hospital, University of San Diego and others. She is also a co-author of the Amazon best-selling book, "The Soul of Success Volume 2."
Deb Sims is the proud mother of three daughters, Devon, Shelby, and Taylor. Outside of the office, she stays active in the great San Diego outdoors, including running on the beach, hiking, and swimming. She enjoys live music, experiencing new restaurants, wine tasting and traveling. Some of her favorite travels include Australia, New Zealand, Bali, France, Prague and New York.
