Debi Stranman is the Director of Client Services at Pension Advisors. She is a veteran in the industry with 30+ 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.
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Adviseme National Advisors is registered with the Securities and Exchange Commission as an investment adviser and, as such, we provide advisory services rather than brokerage services. Brokerage and investment advisory services and fees differ and it is important for you, our client, to understand the differences. Read Full CRS Here.Read full story here