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Debra Joann Pellati

TPG Financial Advisors, LLC

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About Debra Joann Pellati

Debra Pellati is a financial advisor with TPG Financial Advisors, LLC. Debra has been in the financial industry for over 10 years, and has a strong background in investment planning and wealth management. Debra holds Series 6, 63, and SIE licenses. Debra's clients benefit from her experience, knowledge, and commitment to their financial success. Debra is a Certified Financial Planner and specializes in financial planning, pension consulting, and portfolio management. Debra has previously worked with Johnson Bixby & Associates, LLC and KMS Financial Services, Inc.

Firm Information

Debra Pellati is currently registered with TPG Financial Advisors, LLC. TPG Financial Advisors, LLC is a registered investment advisor headquartered in Portland, OR. The firm provides financial planning, pension consulting, and educational seminars to individuals, high net worth individuals, corporations, and pension and profit-sharing plans. TPG Financial Advisors manages over $1.65 billion in assets.
TPG Financial Advisors, LLC

11850 SW 67TH AVENUE

PORTLAND, OR 97223

$1.66B

Assets Under Management

5

Total Clients

14

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Debra Pellati’s Registration & Firm History

OR

09/09/2024 - Present

TPG Financial Advisors, LLC (PORTLAND OR)

WA

09/10/2019 - 06/24/2020

KMS FINANCIAL SERVICES, INC. (VANCOUVER WA)

OR

07/25/2013 - 05/02/2014

KEY INVESTMENT SERVICES LLC (PORTLAND OR)

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Licenses & Designations

BC

Issued 12/05/2019

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 09/10/2019

Series 6TO - Investment Company Products/Variable Contracts Representative Examination

BC

Issued 07/24/2019

SIE - Securities Industry Essentials Examination

BC

Issued 07/25/2013

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Debra Joann Pellati.
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