Debi Stranman is a Senior Client Manager at Pension Advisors. She is a veteran in the industry with 25+ years of retirement plan experience. Her background with an actuarial/TPA firm in Columbus Ohio provides her with technical knowledge and expertise complimenting her long term consulting/management role she had for 18 years with an employee benefits firm in Cleveland, Ohio. She has experience in the private and public sectors and has managed plans from $1m to $350m of assets. Debi specializes in qualified plan design and compliance as well as mergers and acquisitions providing her the skillset to consult and service her clients with Pension Advisors.
Through her coursework with the Wharton School, and International Foundation of Employee Benefits, she obtained an RPA (Retirement Plan Associate) certification with CEBS (Certified Employee Benefits Specialist). She is licensed through the Financial Industry Regulation Authority (FINRA) and holds a Life & Health license. Debi is a Registered Representative (S6) as well as an Investment Advisor Representative licensed in the State of Ohio.
Debi attended Kent State and Columbus State majoring in Business Management. She is married with two children and likes to travel and golf in her spare time.
Latest Updates & Information
Recent allocation changes have yielded good results in 2017. A greater exposure to International Equities turned out to be timely. There is still room for normalizing this allocation if you have not done so yet.Read full story here
Check out the Fourth Quarter Market Insights led by Beth Spurry, CFP, CTFA.Watch video here
Third quarter, 2017 saw stocks rise amid a brighter outlook for the global economy and better-than-expected corporate earnings.Read full story here