Debra Wetherby, CFA, CFP®

Founder & Wealth Manager & Employee Owner

Board Member

In Deb’s worldview, success starts with finding out what is meaningful to you, then centering your business, goals, plans and intentions around it. A recognized leader in the wealth management industry, Deb’s firm was among the first to replace a fee structure that incentivized selling with a model and values focused on exceptional client service. At Wetherby Asset Management, she built a team and culture inspired by the desire to serve clients with objectivity, integrity and thoughtfulness. 

Deb began her career as a CPA with Price Waterhouse in San Francisco. After receiving her MBA from UC Berkeley, she served as a private client services broker at Morgan Stanley. Her subsequent experience at a small money management firm led Deb to create Wetherby Asset Management in 1990. In 2021, Deb and her team joined forces with Laird Norton Wealth Management to create LNW. During her career, Deb has been recognized as one of the Top 50 Women in Wealth Management, and her firm has been included in rankings of Top 50 Fee-Only RIAs and Top 50 Wealth Management RIAs. Deb loves to teach on topics ranging from impact investing to the collective power of women helping women. 

If the path before you is clear, you’re probably on someone else’s.
Designations and Education
  • Chartered Financial Analyst® charterholder 
  • MBA, University of California, Berkeley 
  • B.S. in Commerce, McIntire School of Commerce at the University of Virginia 
Community and Industry Affiliations
  • Board, Marin Community Foundation
  • Advisory Board for the Center for Public and Nonprofit Leadership, Haas School at the University of California, Berkeley
  • Board, BRAC USA
  • Board, Endowment for Financial Education
  • Board, UC San Francisco Foundation
  • Board,
Personal Passion

Spending time with her three children and three grandchildren, pottery and throwing pots, reading, and getting outdoors to ski and hike.