Debra Wetherby (BA, CFA®, CFP®, CPA®, MBA)

Debra Wetherby focuses in the
following client markets or areas of practice:

  • Investment Advice with Ongoing Management

Planning Specialties

Deb began her career as a Certified Public Accountant, working for Price Waterhouse in San Francisco in both its Audit and Management Consulting Departments. After she received her M.B.A., she joined Morgan Stanley and worked as a private client services broker for 3 years. After leaving the company to travel she decided to enter the investment advisory/wealth management business. Her experience at a small money management firm led Deb to create Wetherby Asset Management in 1990. Through the years, Deb has been recognized for her success, being named one of the Top 50 Women in Wealth Management with the firm being listed in the Top 50 Fee-Only RIAs, and Top 50 Wealth Management RIAs. She loves to teach and has spoken on topics ranging from Impact Investing to the collective power of women helping women. Deb’s community and board work reflects her belief in philanthropy and charitable service. Her current or prior service includes the Marin Community Foundation; the Advisory Board for the Center for Public and Nonprofit Leadership at the Haas School at the University of California, Berkeley; BRAC USA, which works to improve the well-being of the poorest people in Africa and Asia; the National Endowment for Financial Education; and the UC San Francisco Foundation.

Additional Information

I love quotes and started collecting them when I was in elementary school. One I’ve found particularly inspiring is: “If the path before you is clear, you’re probably on someone else’s.” I believe success starts with finding out what is meaningful to you, and then centering your business, goals, plans and intentions around that. When I started our firm, “traditional” investment managers used a fee structure that incentivized selling, but I wanted to build a business with values centered on exceptional service. Objectivity, integrity and thoughtfulness are what I want to reward. What I’m most proud of is not the amount of money we manage or our profits – it’s our team, our culture and how we care for our clients.

Enjoy spending time with my three children and three grandchildren. I am part of a pottery cooperative and love to throw pots. Enjoy skiing, reading and hiking, and have run in three marathons.

NAPFA Start Date

August 25, 1995

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580 California St Fl 8 San Francisco, CA 94104-1029 Phone: (415) 399-9159 Fax: (415) 399-9330