Our Qualifications
History
DPH Financial was organized in 1998 and has grown organically from its early beginnings as a budget counselor and financial literacy provider to a wealth management firm specializing in retirement planning, investment management and wealth coaching.
DPH Financial strives for excellence in the quality of our advice and services, providing a fiduciary standard of care. We provide strategic solutions for financial goal achievement. Let us help you achieve financial freedom and build financial wealth.
Warm Regards,
Debra A. Hartsfield, MBA, CFP®, ChFC®
Credentials
- Over fifteen (15) years of financial planning and investment counseling
- Certified Financial Planner certificant (CFP®) – CFP Board, December 2021
- Chartered Financial Consultant designation (ChFC®) – The American College, October 1992
- Master of Business Administration (MBA) – University of Texas-Tyler, December 1984
- Bachelor of Science in Industrial Engineering – Texas Tech University, May 1980
Certifications
- Demand Driven Institute (DDI) Certified Instructor
- Women Owned Business (WBE) Certified
- Certified Financial Planner (CFP®)