Principal & Founder
Deborah Sims is the Principal of the Estate Management Group, located in the heart of Historic Rancho Santa Fe, California. She began her career with Dean Witter thirty years ago in downtown Los Angeles.
Within five years, Deborah was named Vice President of Great Western Financial Services, an acclaimed Wall Street firm. For the last fifteen years, Deborah Sims has been practicing as a Weath Advisor. While using her unique approach, founded on providing personal service, her mission has been to educate her Clients with the knowledge to simplify a complicated subject.
Currently, Deborah Sims and the Estate Management Group provide financial guidance to Clients of Wealth, Women, Business Owners, and Investors & Retirees to help them plan their Financial Future and protect their Family Legacy.
Deborah Sims' Estate Management Group works closely with a network of locally renowned Estate Planning Attorneys and Certified Public Accountants. By structuring a team with outside specialists, Deborah is able to provide her Clients with access to a variety of services. Over the years, this original method has simplified her Clients needs and distinguished Deborah in the Financial Services Industry.