Throughout his 29-year career, Doug has worked primarily with individuals, families, small business and non-profit organizations. His philosophy is to deliver comprehensive and innovative solutions through an integrated team of specialists to help achieve his clients’ legacy and wealth management goals.
Doug has an associate’s degree in Business Administration from the College of San Mateo, and a bachelor’s degree in Accounting from San Francisco State University. He is designated as an Accredited Asset Management SpecialistSM. In 2012, Doug earned a Certified Private Wealth Advisor®SM designation [CPWA®] from the Investment Management Consultants Association through the University of Chicago Booth School.
Doug is active in his community, currently serving on the boards of the Biletnikoff Foundation and Child Advocates of Placer County.
Away from the office, he enjoys spending time with his wife and four children. In addition to many family activities, Doug is a San Francisco Giants fan and also enjoys football, softball, golf and travel.
California Insurance License #0C92983
Investment Management Consultants Association is the owner of the certification mark "CPWA®" and the service marks "Certified Private Wealth Advisor®SM," "Investment Management Consultants AssociationSM," and "IMCA®, "Use of CPWA® or Certified Private Wealth Advisor®SM signifies that the user has successfully completed IMCA's initial and ongoing credentialing requirements for wealth advisors.