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 Advisors Blog

Sailing with the Tides

4/17/18 Embarking on a financial plan is like sailing around the world. The voyage won’t always go to plan, and there’ll be rough seas. But the odds of reaching your destination increase greatly if you are prepared, flexible, patient, and well-...

10 Things To Do Right Now While Markets Are (Not Really) Tanking

  4/02/18 “This is a test; this is only a test. Had this been an actual emergency …” The truth is, the markets are not tanking as we write this piece. In fact, overall market temperatures have been so mild for so long, many newer investors have...

Charitable Giving Under New Tax Laws: Understanding the Donor-Advised Fund (DAF)

2/28/18 No matter how the 2017 Tax Cuts and Jobs Act (TCJA) may alter your tax planning, we’d like to believe one thing will remain the same: With or without a tax write-off, many Americans will still want to give generously to the charities of...

5 Hallmarks of Great Financial Advice

2/12/18 You may think the best financial advice is that which makes you the most money. Think again. You may get lucky on bad advice but at some point, the luck will run out, putting your financial future into jeopardy. Separate the good from the...

Protecting Investment Accounts from Cyberattacks

1/19/18 Hackers have dismantled hospitals, held a North Carolina county’s computer system hostage, and stolen the personal information of basically half of all Americans. And that was just in 2017. Who’s to say they won’t go after investment...