Debra A. Neiman, CFP®
Debra is principal of the firm. She specializes in investment, retirement, and tax planning issues for individuals and families, both traditional and non-traditional. Debra has over twenty-five years of experience in the financial services industry, including serving as a personal financial planning counselor with Tofias, Fleishman, Shapiro & Co. in Cambridge, Massachusetts.
Debra is a Certified Financial Planner licensee and is Past President of the Financial Planning Association of Massachusetts. Debra is also a co-founder and member of the board of directors of PridePlanners™, a non-profit organization that provides professional development, networking, and resources for financial advisors who serve nontraditional couples and families. Debra is also on the advisory board of the Workplace Equality Index, a stock index that includes publicly-traded companies that support lesbian, gay, bisexual and transgender (LGBT) equality in the workplace. (symbol: EQLT)
Debra co-authored the book Money Without Matrimony: The Unmarried Couple's Guide to Financial Security, published by Dearborn in 2005.
Debra was an adjunct faculty member at Boston University. She has taught numerous adult education financial planning courses and employee education seminars for Harvard University.
Debra has been quoted in numerous publications including The Wall Street Journal, Business Week, Newsweek, and Kiplinger's Personal Finance Magazine. She has also been featured on many personal finance websites, radio programs, and television shows, including Forbes.com, National Public Radio, and Unscripted With the Dolans.
Debra is a member of the Financial Planning Association, the National Association of Tax Professionals and Nazrudin, an industry think-tank that focuses on money and meaning.
Debra received an MBA in finance from the Simon School of Business at the University of Rochester and a BS in finance from the Jacobs School of Management at the State University of New York at Buffalo. Additionally, she received a Diploma in Financial Planning from Boston University.
Debra lives in the Boston area with her daughter and two rescued dogs – a Corgi and terrier/Corgi mix. When she is off-duty, Deb pursues her interest in encaustic painting (painting with beeswax) at her art studio. Several of Deb's pieces were published in the hardcover book, Encaustic Art, published by Parkstone in 2013.