5001 California Ave., Suite 125
Bakersfield, CA 93309
661.322.5204

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Recognition & Community Involvement

A Financial Planner with Strong Recommendations

Debbie has been helping people simplify their financial lives for more than 25 years. The personal attention and care that Debbie and her team dedicate to each client earns her their trust and regular referrals. More than any award Debbie has received, this speaks volumes about the high satisfaction rate of those who trust their finances to Charpentier Wealth Strategies.

Southern California Planner of the Year

Debbie Charpentier was named 2012 Southern California Planner of the Year for Lincoln Financial Advisors. Debbie joined Lincoln 25 years ago. She specializes in financial planning for individuals, families and busy couples. A graduate of San Diego State, she has Series 7 and Series 63 state life insurance licenses.

Persistency Leader at Lincoln Financial Advisors, Associate of the Year at Lincoln Financial (1994), Vice President Seminar (2012), President of Client Advisory Board (2012)

Community Involvement

Community service is an integral part of who we are as a firm, because it’s at the heart of our reason for being – to help make the future brighter. Debbie and the team are not only dedicated to their clients, they care about bettering the community through volunteer efforts and philanthropy.

In addition to family and church activities, below is a sample list of our involvement:

  • Kern County Student Leadership
  • Greater Bakersfield Chamber of Commerce Ambassador
  • American Women in Energy
  • Women’s Speakers Association of Bakersfield
  • Bakersfield Women’s Business Conference
  • Kern Leadership Alliance member
  • Educational events open to our clients and the community
  • Books for Hope Book Drive for Oildale Elementary Schools

Books for Hope Drop Off Location

CWS is proud to support Books for Hope Book Drive for Oildale Elementary Schools. Our office is a drop off location.

Donate a new or gently used book for kindergarten through 6th grade students in Beardsley and Standard schools.

Books and checks can be dropped off or sent to Covenant Coffee at 1700 North Chester Ave., Bakersfield, CA 93308. Make checks payable to Covenant Community Services and include “Book Drive” on memo line. For more information, contact Marilyn at 661.204.1987.