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Debra Bell

President Message

Hello and welcome to the Foundation for Fiduciary Education. I’m excited to have you here! As an IRS approved, 501(c)(3) NonProfit Organization, our mission is to educate and empower families through comprehensive fiduciary financial education. We are pleased to provide you with financial education and resources you can trust . Taught exclusively by Certified Financial Fiduciaries®. If you have any questions at all, please do not hesitate to contact me. I look forward to helping you in any way I can.

Bio

Debra’s career in the financial industry has spanned over 28 years. From passing her exams at Emory University to her start with IDS American Express, when it was still known as Investors Syndicate which was the first company to introduce mutual funds to the investing world. Longing to expand her career and broaden her horizons using her financial background, she partnered with NFL Hall of Fame quarterback Fran Tarkenton in his financial management company. After several years of travel and investing for some very influential people, she longed to return to work closer to home and family. During this time her 19 year old son joined the Navy and Debra saw a need to help veterans receive aid and assistance from the VA. After working with veterans and retirees she realized she loved working with retirees and had a passion for helping them keep their hard earned money and helping them invest in areas where their money could grow safely and provide them with better financial security. This inspired her to start her own business and Secure Health and Wealth was born. Here at Secure Health and Wealth. Management, we pride ourselves on a no pressure approach to financial management. We work WITH you to develop a plan to fit YOUR needs and goals. Furthermore, we are not captive with one company, we represent many companies to give you the greatest selection possible. We are also your one stop shop for all your financial needs; life insurance, annuities, long term care insurance, Medicare Advantage and Supplemental plans, and our specialty, retirement planning. We also have extensive knowledge of TSP plans and the various options you have whether you are retired or still working.

Professional Experiences

Languages

Groups / Clubs

Area of Expertise

Professional Licenses

Certifications

Certified Financial Fiduciary ®

Education

Instructor Events

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