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
The 3rd quarter continued the economic progress seen so far in 2018. This good progress was seen in the extension of a bull market through Q3.Read full story here
The 2nd quarter continued to roll out strong economic results in the U.S. Some of this good data buoyed the market slightly in Q2.Read full story here
Check out the Second Quarter Market Insights led by Beth Spurry, CFP, CTFA.Watch video here