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Fee-Only Wealth Management

Schedule a Meeting with Deborah

DEBORAH W. ELLIS, CFP®, MBA, CRPC®

Phone: (805) 585-5424
E-mail: dellis@cogentadvisors.com

©2023 by Cogent Independent Advisors, Inc. Financial Planning and Investment Advisory Services provided by Cogent Independent Advisors, Inc. ("Cogent") dba Cogent Private Wealth, a Registered Investment Advisor and subsidiary of Cogent Group LLC. Cogent is neither a tax nor legal advisor. Clients must consult their own tax and legal advisors prior to implementing any recommendations. Nothing on this page constitutes a recommendation of a particular investment or strategy. Nothing on this website constitutes a solicitation to buy or sell any specific security. Cogent can only do business with clients domiciled in states where authorized or exempt from authorization. Cogent is not a licensed insurance agency. Cogent Tax Strategies, LLC and Cogent Independent Advisors, Inc. are affiliated companies. Cogent Tax Strategies, LLC is not a Registered Investment Advisor.

Pertinent Documents

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