Debbie McMaster
Managing Director
Debbie McMaster’s career in the securities industry has garnered her experience and expertise in multiple roles at Morgan, Olmstead, Kennedy and Gardner, Merrill Lynch, Morgan Stanley, and Wells Fargo Advisors, and The Presidio Group. In December of 2024 she founded Established Wealth Management, LLC as a sole practitioner licensed under the Wells Fargo Advisors Financial Network.
Ms. McMaster holds a General Securities Registration along with CA Life, Health, and Long Term Care Insurance licenses.
The success of Ms. McMaster’s career over the years has been in part due to love for business and her passion for providing financial solutions for people. Protecting and growing a financial legacy is complex and requires many experienced and knowledgeable professionals. The backing of a large firm brings many resources to the table for her clients. Many of Ms. McMaster’s clients have been with her for over twenty-five years. Her practice works with privately held business owners, corporate executives, and high net worth families. Analyzing markets, investment assets and cash flow are a core starting point in the wealth planning process. Collaborating closely with client’s CPAs and Estate Planning Attorneys helps in delivering a seamless financial umbrella of protection.
Ms. McMaster has been featured in the Orange County Business Journal on the topic of Elder Abuse and has also been a guest on the Larry Marino Salem LA Radio Show where she spoke about Retirement and Seasonal Businesses.
The office is located in Newport Beach, California. Ms. McMaster has served on several non-profit boards including Marketplace Women of Orange County, The Barnabas Group Orange County and The Calabasas Chamber of Commerce. She Co-Founded Orange County Executive Network and started CEO Network Woodland Hills. Supporting non-profit ministries that help women and children are her current philanthropic focuses. When time permits, Debbie enjoys traveling, catching up with her family, leading a women’s Bible study, and taking photos at the beach!
CA Insurance License #: 0B31264. State of Residence: CA
Christin Milan
Client Associate
Christin Milan brings over 16 years of client-focused experience to her role as a Client Associate at Established Wealth Management. Prior to entering the financial services industry, Christin successfully owned and operated a local concierge service, where she built a reputation for personalized service, attention to detail, and trusted client relationships.
Now transitioning into the world of wealth management, Christin is currently pursuing the necessary training, mentorship and licenses to broaden her client service capabilities and her role at Established Wealth Management. Her strong background in service, paired with a commitment to excellence, makes her a valuable asset to clients and colleagues alike.
Outside of work, Christin is passionate about her family, spending time outdoors, building lasting connections and delivering meaningful support to those she serves.