Debbie Mitchell, CFA, CFP - Bedell Frazier Investment Counselling, LLC - Registered Investment Advisor - Investment Management - Financial Planning - Bay Area - Walnut Creek, California

Debbie Mitchell, CFA, CFP

Advisor & Financial Planner

Debbie joined Bedell Frazier in 2015 as a Portfolio Manager. She has over 20 years of experience in the investment industry, however, her career path began in the field of social work. After several years as a social worker, she discovered a keen interest in working with investment portfolios and financial planning.

Debbie has a Master of Social Work degree from California State LongBeach and holds the Chartered Financial Analyst (CFA) designation and Certified Financial Planner (CFP) Certification.

Debbie is a member of the CFA Institute and Financial Planning Association. As a portfolio manager working for Bedell Frazier, Debbie will be able to continue doing what she enjoys most; working with clients to develop their financial objectives and maintain their successful investment plans.

Outside the office, Debbie enjoys spending time with her family.

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