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.


Debra Levine
Investment Consultant, Retirement Plan Consultant
Guidance Point Retirement Services LLC
United States, California, El Dorado Hills
About Me
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
Keylinks
More profiles to browse
A.J. Walker
Managing Principal
Benjamin Smith
Principal, Chief Investment Officer
CW
Curtis Worcester
Investment Consultant
You Might Like
DH
Dennis Hanson
Principal
Jamison Hanson
BH
Bob Helmer
President Emeritus
Baldwin Wallace University
KB
Karin Berry
Senior Director of Sales & Marketing
Brookdale
TP
Thomas Parkhurst
Chief Compliance Officer
Altravue