I am a CFP® professional, the author of 'Beyond Piggy Banks and Lemonade Stands: How to Teach Young Kids About Finance', and Director of Education at Copper Banking. I am also a regular contributor at Forbes, and have been featured in national media such as WSJ, Fox, NBC, People and PBS. My goal through my practice, speaking, writing and partnerships is to simplify finance so anyone can live a financially healthy life.
Financial Planning can feel overwhelming and intimidating, and most don’t know where to start. As a fee-only financial planner and money manager, my clients come first. I partner with my clients to simplify the complexities of finance through transparent money management and comprehensive financial planning. I help clients reach their unique goals and specific needs, such as: investing, retirement, starting a family, recently widowed or divorced, inheritance or any other of life's stages or changes.
The process starts with a free consultation where we discuss your goals and needs, and my process. From there we'll determine the best plan forward.
I am based in Westchester, NY and although most of my clients are in NY, NJ and CT - I work with clients across the country. In addition to my CFP, I have my MBA, and am a member of the National Association of Personal Financial Advisors. I am a part of our family firm, Frazier Financial Consultants in NC, which was founded in 1986. As a family business founded upon trust, transparency, and devotion, some of our clients have been with FFC for 30+ years, and most of our clients are based on referrals.
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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