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)
*This internal designation is based on revenue growth including all product lines for the West Regional Planning Office within Lincoln Financial Advisors.
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.
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We are licensed in the following states. If you are a legal resident of one of these states, please proceed. We are sorry if we are unable to offer you our services at this time.
California Insurance License #0763281
Unless otherwise identified, Associates on this website are registered representatives of Lincoln Financial Advisors Corp. Securities and investment advisory services offered through Lincoln Financial Advisors Corp., a broker/dealer and a registered investment advisor. Member SIPC. Insurance offered through Lincoln affiliates and other fine companies and state variations thereof. Lincoln Financial Group is the marketing name for Lincoln National Corporation and its affiliates. Firm disclosure information available at www.LFG.com.
*Associated persons of Lincoln Financial Advisors Corp. who hold a JD and/or CPA license do not offer tax or legal advice on behalf of the firm.