I'm a CFP fee-only financial planner located in Katonah, NY, serving clients locally and across the country. I partner with my clients to simplify the complexities of finance and help them reach their unique goals. I create tailored financial plans based on my client’s specific needs, including: retirement, investing, college planning, debt, budget management, buying a home, divorce, inheritance and any other of life’s changes and stages.
As a child of a financial planner, I was always interested in helping others organize their finances and understand money. When I had my first child, like so many new parents, I realized the overwhelming need to make sure my family was financially prepared and protected. I got my CFP, joined the family firm, Frazier Financial Consultants, and started seeing clients to help them do the same. Developing relationships with my clients and using financial planning to help them reach their goals and enhance their lives is a true joy for me.
I have my MBA and am a member of multiple financial associations including The National Association of Personal Financial Advisors (NAPFA), the country’s leading professional association of Fee-Only financial advisors. I’m a member of Financial Planning Association (FPA) and Garrett Planning Network. I am a regular financial contributor on Forbes.com, as well as an expert for other national platforms, podcasts and media. I'm also the author of 'Beyond Piggy Banks and Lemonade Stands: How to Teach Young Kids About Finance'
I live in Westchester NY with my husband and children. Outside of work, I can be found playing tennis or spending time with my family.
Professional Designations
CERTIFIED FINANCIAL PLANNER ®
Master of Business Administration (MBA)
Affiliations
American Institute of Certified College Financial Consultants (AICCFC)
CFP Board
Fee Only Network
Financial Planning Association
FinCon
Garrett Planning Network
National Association of Personal Financial Advisors
The first meeting is complimentary. We'll discuss your goals and I'll tell you about my practice. From there we'll determine how we can best work together.
About Frazier Financial Consultants
About Frazier Financial Consultants
Founded in 1986 by Deborah Frazier, Frazier Financial Consultants revolves its practice around a premise: Advising clients in Financial Matter without the selling of any products. At the time, Fee-only financial planning was in its infancy, but by 1992, Deborah discovered other like minded professionals within the National Association for Professional Financial Advisors (NAPFA), and was a member until 2018. In 2003, Deborah’s son Richard Frazier joined Frazier Financial Consultants, and by 2014, her daughter Liz Frazier Peck joined as well.
Education
Wake Forest University, MBA | North Carolina State University, BS, Business
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