Debra Kuang, CFP®

Pronouns: she/her

Wealth Manager & Employee Owner

Graduating college into the depths of a recession was not something Debra expected, even as an economics major. What she couldn’t have known at the time was that those circumstances would lead her to an incredibly fulfilling career. After graduating with a bachelor’s degree in economics from University of California, Berkeley, Debra began her career at the Institute of Private Investors, where she helped coordinate private conferences between industry professionals and individual and family investors in an educational, non-sales environment. In that role she quickly learned that while the complexities of wealth vary, every person simply wants their money to support their values and the life they want to lead – with as little worry as possible.

Inspired by a desire to help people and their families better understand their finances and investments, Debra pivoted to working directly in the wealth management and financial planning sector. She joined LNW in 2013, beginning behind the scenes in operational roles before growing into client-interfacing roles where she built deep relationships and trust with clients over time. The combination of a deep understanding of investment management and financial planning, along with a strong commitment to empowering clients achieve their personal financial goals, has led Debra to a successful and rewarding career with our firm.

Wealth is the ability to fully experience life.
- Henry David Thoreau
Designations and Education
  • 21/64 Certified Advisor 
  • B.A. in Economics, University of California, Berkeley 
Personal Passion

Loves to try new things and explore, whether it’s new restaurants and food, traveling to fun foreign destinations or hiking in the many beautiful locations in the Bay Area.