Debra Caldwell has been serving clients in the Finance, Insurance, and Benefits industry for over 40 years, beginning with Mutual of Omaha in 1980 and founding Caldwell Financial, Inc. in 1992. She currently holds several securities registrations and is a licensed insurance agent, allowing her to present creative health, life, disability, and long-term care strategies, along with annuities.
Debra specializes in comprehensive financial planning, which includes retirement planning, estate planning, and risk management. She takes care in identifying the needs of her clients and presenting unique solutions to help them achieve their goals.
In addition to her work as a financial advisor, Debra is a passionate advocate for crime victims, formerly serving as a Board Member of the Restitution Board for the Arizona Justice Corporation Commission, a member of the Community Advisory Board for the Arizona Department of Juvenile Corrections, a member of the Community Advisory Board for the Arizona Department of Corrections, and an Advisory Member of POMC (Parents of Murdered Children).
As a natural outflow of her experience and advocacy, she established the J.D. Caldwell Foundation, and has assisted several Maricopa County Attorney and State of Arizona Attorney General candidates in their campaigns. She has also spoken on behalf of victims’ rights to the House and Senate.
It’s not all about work, however. Debra is also an avid sports enthusiast. If she’s not assisting her clients or advocating for victims’ rights, you can find her on the Pickle Ball court, the dance floor, or training for her next running and cycling duathalon.
She is tireless in all her pursuits, living by the motto ‘work hard, play hard,’ and she is willing to work tirelessly for you!