Deborah Aitkins

Financial Services Representative

Phone: 805-484-1011 x153
Fax: 805-484-0420
E-mail: daitkins@sagepointadvisor.com

As a Financial Services Specialist with Independent Capital Management and Registered Representative with SagePoint Financial, Deborah’s goal is to provide personalized, comprehensive financial planning and services to businesses and individuals. Whether the need is for a company benefit plan; individual retirement planning; educational savings; estate planning; living trust; mortgage; life, health, disability or long term care insurance – Deborah has the resources to assist you. She has no minimum asset requirements – no financial situation is too insignificant. If you are concerned about your financial future and want to see your money work for you, she wants to meet with you, evaluate your situation, and help put you on a proactive path to accomplishing your financial goals.

Before joining Independent Capital Management and SagePoint Financial, Deborah worked in the computer software industry. She was the Product Manager of a multi-million dollar software application and she worked for over a decade as an independent contractor developing custom database applications. 

Her Education, Registrations and Licenses include:

• A Masters of Science Degree in Electrical & Computer Engineering from the University of California, Santa Barbara
• A Bachelors of Science Degree in Environmental Science from the University of Massachusetts, Lowell, graduating Summa cum laude.
• Investment Company Products and Variable Contracts Registered Representative
• General Securities Registered Representative
• CA Insurance License: #0G58774
• Paralegal and Certified Estate Planner for Citadel Law Corporation

Originally from Massachusetts, Deborah is a long time resident of Santa Barbara County, California. She is active in her church, serving on various committees, a member of the choir and director of the hand bell choir.