Broker Check
Deborah Kirste, CFA

Deborah Kirste, CFA

LPL Financial Consultant

CA Insurance Lic. #0G69149

Deborah Kirste became a financial consultant in 1997, after being inspired by a finance professor while studying for her MBA. Prior to that, she was a systems and software engineer in the aerospace industry. She received her Chartered Financial Analyst (CFA) designation in 2002 and enjoys using her analytical skills to develop portfolio strategies designed to work toward meeting the individual needs of her clients.

Deborah’s primary objective is to help her clients pursue their financial and personal goals through education, wise decision making, and attention to overall portfolio risk, expenses and taxes. She says, “Determining an appropriate asset allocation based on clients’ investment objectives and risk tolerance is the key to ensuring they are on track with their long term goals. To that end, a top priority is placed on working toward managing downside risk.”

After working for a large mutual fund company and a boutique Registered Investment Advisor, Deborah became part of the UNIFY Investments & Insurance team because it combines the strength of a large institution with the personal level of service typically offered only by smaller companies.

Deborah has been married for over twenty-five years and has two children. In her spare time she enjoys hiking, traveling, volunteering, and going to her kids' ice hockey, softball, and lacrosse games. She was born and raised in California and resides in Laguna Niguel. She also lived in Milwaukee for five years where she enjoyed experiencing life in the Midwest.

Home Office: Irvine Branch
                      4520 Barranca Parkway
                      Irvine, CA  92604

By appointment:
Huntington Beach, Santa Ana, Rancho Carmel, Lakewood, Glendale, and Montebello

Professional Services & Products:

  • Retirement Planning
  • Investment Portfolio Analysis
  • Wealth Transfer
  • IRAs and Roth IRAs
  • 401(k) and IRA Rollovers
  • Mutual Funds
  • Stocks/Bonds
  • Tax Advantaged Investing
  • College/Education Funding
  • Life, Disability, and Long-Term-Care Insurance
  • Asset Allocation

 

Registered In: AZ, CA, and NM. Deborah Kirste is a Registered Representative with, and Securities and financial planning offered through LPL Financial, a Registered Investment Advisor, Member FINRA/SIPC. Insurance products offered through LPL Financial or its licensed affiliates.

UNIFY Financial Credit Union and UNIFY Investments & Insurance are not registered broker/dealers and are not affiliated with LPL Financial. 

ADV Part 2B