Debbie Price has over 20 years of experience helping individuals, families and companies achieve their goals through sound financial planning and investment advice.

Education and licenses

• Licensed Investment Adviser Representative of Price Planning, LLC, State of Ohio Department of Commerce Division of Securities, 2003.
• Certified Financial Planner^TM, 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.  January 1993.  (Attended night school while working full time.)
• Certified Public Accountant, State of Ohio, 1989.
• Miami University, Oxford, Ohio.  Bachelor of Science in Accountancy.  May 1987.  (Graduated in three years.)

Employment history

• Price Planning, LLC and Price Legal Services, LLC, December 2002 to present
• Bank One Corporation, May 1995 - September 2002
  • Financial Planning Services National Manager, Banc One Investment Advisors Corporation, August 1997 - September 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, May 1995 - July 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), July 1987 - April 1995
  • Senior Tax Associate, April 1992 - April 1995
  • Senior Audit Associate, January 1990 - March 1992
  • Staff Audit Associate, July 1987 - December 1989

Memberships

• Financial Planning Association (FPA) -- http://www.fpaforfinancialplanning.org/
• Garrett Planning Network (GPN) -- http://www.garrettplanningnetwork.com/files/f_splash.htm?SPID=1771&OrgID=116
• National Association of Personal Financial Advisors (NAPFA) -- http://www.napfa.org/

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