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Debra Levine

Investment Consultant, Retirement Plan Consultant

Guidance Point Retirement Services LLC

United States, California, El Dorado Hills

About Me

With over 25 years of experience in the retirement services industry, Debra has provided plan consulting and participant education services to tax-exempt, for-profit and government entities. She specializes in providing fiduciary and compliance support to plan sponsors through plan document and operational reviews. Debra’s goal is to provide clients with meaningful recommendations which result in significant improvements to a plan’s policies and procedures.

Profile Information

Investment Consultant, Retirement Plan Consultant

Guidance Point Retirement Services LLC

Investment Team,Operations Team

Investor

RIA/Wealth Manager/Asset Manager

El Dorado Hills

California

United States

Aug 29, 2025

Work Experience

Guidance Point Retirement Services, LLC.

Investment Consultant, Retirement Plan Consultant
Jul 2013 - Present
Email: deblevine@guidancepointrs.com

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