Honest. Impartial. Experienced.


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Debbie Price
J.D., CPA, CFP®

Debbie Price, founder and president of Price Planning, is a Certified Financial Planner, an Attorney at Law, a Certified Public Accountant, and more—with over 35 years of real-world experience.

More importantly, Debbie is a great listener, does not jump to cookie-cutter solutions, and does not sugarcoat the truth. She gets to the heart of each client’s financial health, quickly identifies opportunities and dangers, and offers sound, proven solutions. Click on each of the bars below for more detail.

Education & Licenses

Licensed Investment Adviser Representative of Price Planning, LLC, State of Ohio, Department of Commerce Division of Securities, 2003

Certified Financial Planner™, Certified Financial Planner Board, 1998

General Securities Registered Representative (Series 7) and Uniform Combined State Law Examination (Series 66), National Association of Securities Dealers, 1995 and 1997, respectively. (Effective 10/01/2002, the Series 7 is no longer being held by a brokerage firm.)

Attorney at Law, Supreme Court of Ohio, 1993

Capital University Law School, Columbus, Ohio. Juris Doctor, 1993

Certified Public Accountant, State of Ohio, 1989

Miami University, Oxford, Ohio. Bachelor of Science in Accountancy, 1987

Employment History

Price Planning, LLC and Price Legal Services, LLC, 2002 to present

JPMorgan Chase & Co (formerly Bank One Corporation), 1995 – 2002

  • Financial Planning Services National Manager, Banc One Investment Advisors Corporation, 1997 – 2002. Responsible for the establishment, management, evolution and leadership of the Centralized Financial Planning Group, including plan design, preparation and delivery.
  • Corporate Audit Risk Advisor, Bank One Corporation, 1995 – 1997. Responsible for the reviews of and collaboration with the Banc One Investment Management Group, including Banc One Investment Advisors Corporation and Banc One Securities Corporation, to identify and manage business risks.

PricewaterhouseCoopers, LLC (formerly Coopers & Lybrand), 1987 – 1995

  • Senior Tax Associate, 1992 – 1995
  • Senior Audit Associate, 1990 – 1992
  • Staff Audit Associate, 1987 – 1989

Memberships

Financial Planning Association (FPA)
http://www.fpanet.org

National Association of Personal Financial Advisors (NAPFA)
http://www.napfa.org

Click here to find out more about Price Planning’s comprehensive services.