Our Team
Our team
Estate Management Group is a San Diego based wealth management firm led by Deborah Sims who has more than 30 years of financial service industry experience. We work with a vast network of related professionals (attorneys, CPAs, mortgage brokers, etc.) throughout Southern California in order to provide our clients with comprehensive wealth management.
With locations in Old Town and Rancho Santa Fe we are conveniently located to all areas of San Diego. Our team assists investors and retirees, high net worth individuals, business owners, and women investors with:
Wealth Planning
Retirement Income Planning
Family Legacy Planning
Capital Gains Deferral Strategies
Estate Management Group was founded on loyalty, traditional values, dedication, uncompromising quality, and exceptional personal service. By creating a personalized relationship with each one of their Clients, Estate Management Group is able to strategize and create plans designed to help clients achieve financial freedom.
The goal of Estate Management Group is to be your most trusted Wealth Advisor through their professional knowledge, their integrity, and their personalized wealth management service. Deborah Sims and Estate Management Group are dedicated to taking you on this journey.
Devon Sims
Executive Assistant
Devon Sims is the Executive Assistant to Deborah Sims. Devon studied at the California State University San Marcos. Growing up with a Wealth Advisor, Devon learned the power of budgeting, establishing good credit, and setting financial goals.
Deborah Sims
Principal & Founder
Deb Sims is a Wealth Advisor and CEO of two financial firms; Estate Management Group and Engaging Women in Wealth. Both firms were founded on loyalty, uncompromising quality, and exceptional personal service. Her mission is to provide personalized wealth management services to help her clients pursue their goals and to educate them on life’s complicated financial matters. Her offices are located in the heart of Historic Rancho Santa Fe, and Old Town, California.
The ChFEBC℠ designation is important to Deb because it enables her to help Federal employees better understand and maximize the benefits available to them. The Federal retirement benefits are complex and constantly updated requiring specific expertise in order to be able to best navigate them. Deb’s designation as a Chartered Federal Employee Benefits Consultant means she has undergone extensive training and has a thorough understanding of CSRS and FERS retirement annuities, the Thrift Savings Plan (TSP), and other benefits that only federal government workers may have.
Along with her experience as a financial advisor on Wall Street and working with independent firms, she also has the Accredited Investment Fiduciary® certification, which signifies advanced knowledge of fiduciary responsibility and the ability to implement policies and procedures that meet a defined standard of care. Deb is dedicated to providing her clients with premier care and advice.
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Deb provides assistance with:
TSP (Thrift Savings Plan)
Pension Income Maximization
Federal Retirement Planning
Retirement Income Planning
Social Security & FERS Supplement
Fee-Based Asset Portfolio Management
Estate and Charitable Trusts
Wealth Planning for Family Legacy
Tax Efficiency
Deb Sims is actively involved in her San Diego community and has been involved with a variety of local charities. She is the proud mother of three amazing daughters and enjoys the great San Diego outdoors.
Reach out to Deb to see how she can help you plan for your future!
