Financial Advisors at Empowered Retirement

Debra L. Morrison
Debra L. MorrisonCFP®, MS, AEP
Debra L. Morrison, CFP®, MS, AEP, is a Fee-Only CERTIFIED FINANCIAL PLANNER™ with her Master’s Degree in Retirement Planning. She holds the Accredited Estate Planner designation and has 40+ years’ experience (yes it was child labor 🙂 ) in personal finance.
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Asta Sanders
Asta SandersCFP®
Asta Sanders joined Empowered Retirement, Inc. in May 2015. She brings over 19 years of experience in the financial services industry with top firms such as Merrill Lynch, Dreyfus Financial, Ryan Beck and Columbia Bank Investment Services.
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Empowered Retirement Partners

Dimensional Fund Advisors

We are privileged to work with Dimensional Fund Advisors, also known as DFA, since 2001.  DFA is an Institutional Mutual Fund Family, rooted in academia and committed to working only with advisors who understand and embrace long-term investing with clients–goal-oriented investing.  DFA, the 8th largest Mutual Fund Family in the world, has created over 70 Institutional Mutual Funds that are effectively diversified in various markets–Large companies, Small Companies, Foreign Companies, Real Estate Investment Trusts, and the like.

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Loring Ward

We’ve entered into a strategic alliance with Loring Ward Financial, Inc. a renowned wealth advisory firm founded in 1990 and headquartered in San Jose, California.  This new relationship will enable us to provide you with institutional money management grounded in decades of academic research and backed by an Investment Committee that includes Nobel Laureate, Dr. Harry Markowitz and Behavioral Finance pioneer, Dr. Meir Statman. Loring Ward’s Investment Committee’s focus on prudent risk management, will make a real difference as we work towards achieving your long-term goals.

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