Debbi C. Fukawa

Business Manager, Institutional Retirement Plans

Designations & Licenses
AIF®, CPFA®, C(k)P®.

Debbi brings over 20 years of Merrill Lynch wealth management and institutional retirement plans experience to her role on the Pasadena Private Wealth team. She focuses on managing operational details for 401(k) plan sponsors and participants. She also assists company plan sponsors and fiduciaries with important plan-provider decisions through the delivery of detailed fee, service, and investment analysis. Within this role, Debbi transitions clients through the team’s conversion process if, or when, they decide to change vendors. In addition, she prepares 401(k) plan reviews, which include fee and performance benchmarking and total cost analysis. She has a thorough knowledge of fiduciary responsibilities and best practices to help plan sponsors reduce business risks and increase efficiencies.

 

Debbi graduated from the University of Southern California with a bachelor’s degree in finance. She holds the Accredited Investment Fiduciary designation, Certified Plan Fiduciary Advisor certification as well as the Certified 401(k) Professional designation that is administered by The Retirement Advisor University in collaboration with the UCLA Anderson School of Management. For many years, Debbi served on the PTA boards of her children’s schools and continues to volunteer at various community events. She appreciates spending quality time with family, friends, and her two dogs. Debbi also enjoys Pilates and getting caught up in a good podcast.