One of my duties as Finance Chair is to serve as a member of the Legacy Fund Committee. We have invested our money with Edward Jones Investments. They have been in business since 1922. Just like BPW they began in St. Louis, Missouri.

I would like to introduce to you our Financial Advisor – Debi Vasquez.

Debi was recently named to the Forbes 2025 ranking of Top Women Wealth Advisors Best-in-State in California.

To compile the 2025 list of women named to these rankings, SHOOK®

Research analysts conducted individual interviews with nominees. Criteria that determined the final list included industry experience, best practices, compliance records and assets under care.

Debi began her Edward Jones career in 1995 as a financial advisor in Sherman Oaks and became a limited partner with the firm in 2006.

With over three decades of experience as a financial advisor, she has built a successful practice through a time-tested, client-first strategy. The three cornerstones of discipline that she leverages in her practice are transparency, tenacity and tenure.

Fostering a strong conviction for customized financial strategies, investment counseling and relationship management, she is a financial advocate for her clients and aspires to empower women on the importance of financial literacy. She also has enjoyed being able to help create, build and deploy her clients' financial dreams.

Her practice focuses on helping small business owners optimize their retirement plans working in partnership with their CPAs, TPAs and estate planning attorneys.

Her team is dedicated to providing highly personalized service. All aspects of her business are aligned to help her understand better what is important to her clients’ unique goals and needs so that she can make a positive impact on their lives.

She became an Edward Jones financial advisor to make a positive difference in people's lives. These days, she is inspired by the celebrations she shares with all her clients when they have met their goals.

Sandy Thompson
NFBPWC Finance Chair