Deborah S. Grose
LAKE TAHOE WEALTH MANAGEMENT | CFP® and Chief Executive Officer
Folsom, CA 95630
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CRD#: 5659145
Professional summary
Deborah Sue Grose, CFP®, who also goes by Deborah Dalton, Deborah Monahan, is a registered financial advisor currently at LAKE TAHOE WEALTH MANAGEMENT, INC. located in Folsom, California.
Deborah is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2009. Deborah has worked at 3 firms .
Biography
Debbie Grose is a highly accomplished professional, currently serving as the Chief Executive Officer of Lake Tahoe Wealth Management Inc. headquartered in Nevada and serving clients across the US.
A proud graduate of CSU Sacramento, Debbie holds a business degree with a specialization in accounting, showcasing her well rounded foundation in personal finance. Complementing her academic achievements, she has earned a certificate in Leadership from the University of Southern California (USC) and a certificate in Financial Planning from UC Davis. Her commitment to excellence is further exemplified by the prestigious CERTIFIED FINANCIAL PLANNER™ designation.
Debbie's extensive involvement in professional associations reflects her dedication to the financial planning profession. She has played a significant role in the Financial Planning Association (FPA) at both the national and local levels. Notably, she has served on the Career Development committee and acted as Task Force Chair for Retreat at the FPA National level. Her contributions extend to mentoring at FPA Residency on three occasions, emphasizing her commitment to nurturing the next generation of financial planners.
At the local level, Debbie has been actively engaged with the FPA chapter in various capacities, including holding the position of chapter president in 2012. Her commitment to education is evident through her role as a CFP® Capstone course instructor for the UC Davis extension. Notable accomplishments include launching and leading for several years the Greater Sacramento Financial Planning Day and playing crucial role in bring a CFP Board Certified program to the CSU Sacramento Campus.
Outside of the boardroom, Debbie finds joy in spending quality time with her family and friends, exploring the great outdoors while hiking and horseback riding. Her multifaceted approach to life reflects not only her professional acumen but also her appreciation for balance and well-rounded living.
Question & Answer
What are your service offerings?
Employee and Employer Plan Ben...
Tax Planning
Retirement Planning
Comprehensive Financial Planni...
Investment Planning
Education Planning
Do you have an area of expertise or specialization?
Budget & Debt Management
Comprehensive Financial Planni...
Attending College
401(k)/403(b)/IRAs
Buying a Home
Career Change
Asset Allocation
Business Taxes
Investment Management
Corporate Finance
Getting Divorced
Employee Benefits
Getting Married
Mutual Funds
Insurance
Job Loss
Startup
Life Planning
Retirement
Succession Planning
Starting a Family
Sudden Wealth
Personal Taxes
Women's Finances
Are you a "fiduciary"?
Yes
Aliases
Deborah Dalton | Deborah Monahan
Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.
CRS (Client Relationship Summary) - RIA
Click below to view Deborah Sue Grose's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
CFP®
Start date: 2008
Experience
Current
March 22, 2016 - Present
LAKE TAHOE WEALTH MANAGEMENT, INC.
Office #1: 101 Parkshore Drive Suite 100, Folsom, CA 95630RIA
CRD#: 166173
Folsom, CA
Past
November 8, 2013 - December 31, 2016
LIGHTHOUSE FINANCIAL PLANNING
RIA
CRD#: 168864
FOLSOM, CA
Past
May 6, 2009 - December 31, 2014
LIGHTHOUSE FINANCIAL PLANNING
RIA
CRD#: 114093
FOLSOM, CA
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
LAKE TAHOE WEALTH MANAGEMENT, INC.
LAKE TAHOE WEALTH MANAGEMENT, INC. | LAKE TAHOE WEALTH MANAGEMENT, LLC
CRD#: 166173 / SEC#: 801-108216
RIA
Registered Investment Advisory firm - (8/5/2016 Approved)California
Registered Investment Advisory firm - (10/7/2016 Terminated)Nevada
Registered Investment Advisory firm - (10/17/2016 Terminated)New York
Registered Investment Advisory firm - (9/7/2016 Terminated)North Carolina
Registered Investment Advisory firm - (9/13/2016 Terminated)South Carolina
Registered Investment Advisory firm - (9/7/2016 Terminated)Texas
Registered Investment Advisory firm - (9/7/2016 Terminated)State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.Highlighted states indicate IAR registrations
IAR
California(3/22/2016)
Exams
Current Firm
LAKE TAHOE WEALTH MANAGEMENT, INC.
LAKE TAHOE WEALTH MANAGEMENT, INC. | LAKE TAHOE WEALTH MANAGEMENT, LLC
CRD#: 166173 / SEC#: 801-108216
RIA
Registered Investment Advisory firm - (8/5/2016 Approved)California
Registered Investment Advisory firm - (10/7/2016 Terminated)Nevada
Registered Investment Advisory firm - (10/17/2016 Terminated)New York
Registered Investment Advisory firm - (9/7/2016 Terminated)North Carolina
Registered Investment Advisory firm - (9/13/2016 Terminated)South Carolina
Registered Investment Advisory firm - (9/7/2016 Terminated)Texas
Registered Investment Advisory firm - (9/7/2016 Terminated)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
Folsom, CA
Mailing Address
Phone number
(855) 515-5896
Established
Firm type
Fiscal year end
# of Employees
5
SEC notice filing (9 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 971 |
| AUM (Assets Under Management) | $ 257,190,431 |
Red Flags
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Company Information
LAKE TAHOE WEALTH MANAGEMENT, INC.
CFP® and Chief Executive OfficerCRD#: 166173Folsom, CA 95630TRUST BUT VERIFY
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Contact information
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