Debbie is the co-founder and a partner at FMB Wealth Management. Her focus is on leading the firm and providing administrative, operational and compliance support for the staff and advisors. She has been a CERTIFIED FINANCIAL PLANNER™ (CFP®) since 1987. Debbie began working in the financial industry in 1980 as a loan officer at Crocker Bank. One of their referral programs led to her meeting her husband, Tom and being hired by The Morton Company as the Director of Insurance. Years later, Tom & Debbie founded Fields Financial Associates, Inc., which has evolved into FMB Wealth Management with affiliates FMB Retirement Services and FMB Insurance Services. Debbie’s guilty pleasure is enjo

Debbie Fields
Co-Founder, Owner and Partner
FMB Wealth Management
United States, California, Moorpark
About Me
Profile Information
Co-Founder, Owner and Partner
FMB Wealth Management
Investment Team,Operations Team
Investor
RIA/Wealth Manager/Asset Manager
Moorpark
California
United States
Jul 1, 2025
Keylinks
More profiles to browse
JF
Jeremy Fields
Partner
Danny Mock
Partner, Chief Investment Officer and Investment Advisor
Grant Blindbury
Partner
Evan Miller
Investment Professional
You Might Like
JB
Joy Bunzel
Client Services
Sierra Investment Management
KP
Kathy Polichetti
Senior Client Service Specialist
Pennsylvania Capital Management
LA
Lily Akopyan
Executive Assistant
Oakmont Corporation
RM
Robert Miller
Chief Compliance Officer
Oakmont Corporation