Chris Doughty, Cfp®, Crpc® Email and Phone Number
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It was a desire to help people with one of the most difficult aspects of their lives, their finances, that inspired me to begin working in financial planning. Using customized tax mitigation planning, retirement income forecasting, distribution planning and estate planning, I attempt to help my clients derive income from their savings, maximize asset growth while mitigating tax liability, and pass their wealth to succeeding generations in accordance with their wishes. *I am passionate about combing work with charitable causes. I am on the board of directors at GloBall Giving and am involved in many other organizations such as Rawhide Boys Ranch, The Juvenile Diabetes Research Foundation, Make-A-Wish Foundation, Habitat for Humanity, Milwaukee Rescue Mission, The Multiple Sclerosis Foundation, The Parenting Network, United Way and Life Navigators.I reside in Mequon with my wife Deb and daughters Isabelle and Samantha and enjoy spending time with my family, golfing, traveling, playing volleyball and continuing my volunteer work.Gentian Financial, Inc. is an Independent Registered Investment Advisor.Gentian Financial, Inc. is not a registered broker/dealer, and is independent of Raymond James Financial Services. Investment Advisory Services are offered through Raymond James Financial Services Advisors, Inc. and Gentian Financial, Inc. Securities offered through Raymond James Financial Services, Inc., Member FINRA/SIPCCertified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and CFP® in the U.S.For important disclosure information, please see "Social Media Disclosure" link in the "Contact Info" section.*Raymond James does not provide any legal or tax advice.
Gentian Financial, Inc.
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- gentianfinancial.com
- Employees:
- 9
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President, Certified Financial Planner™ Cfp®, Chartered Retirement Planning Counselor Crpc®Gentian Financial, Inc. Jan 2015 - PresentGreater Milwaukee AreaSpecializing in the area of Behavioral Finance and Modern Portfolio Theory, I set my focus on building a lifelong foundation of trust with my clients. I use time-tested techniques, combining wisdom from the past with ideas of today, to craft financial plans unique to each of my clients.After taking the time to get to know each client as a person, I am able to develop a clear vision of his or her goals for the future. I then work closely with each client to craft, tailor and execute a plan to help make those goals a reality. I seek to simplify this aspect of my clients’ lives by continuously providing professional advice – allowing them to spend their time doing the things they are passionate about. I also work closely with clients’ other advisors, accountants and attorneys in order to orchestrate their financial plans as efficiently as possible. I am driven by an endless pursuit of wisdom and constant learning, which allows me to stay on the cutting edge of issues affecting my clients and their financial plans.I maintain a limited client base in order to provide each client with the focus and attention they deserve and mainly serve business owners, senior executives, and high net worth individuals.I am registered in 15 states, earned the CERTIFIED FINANCIAL PLANNER™ professional certification and Chartered Retirement Planning Counselor℠ designation as well as the Series 7, 24, 63, 65 and WI State Insurance licenses.
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Co FounderGloball Giving 2012 - Present
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Vice PresidentAlliance Wealth Management, Inc. Dec 2006 - Dec 2014Greater Milwaukee Area
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First Vice PresidentZiegler 1998 - Dec 2006Greater Milwaukee AreaWhile at Ziegler, I co-founded and co-developed, the ReAct! Group and the ReAct! Program. ReAct! Standing for Retirement Action Plan, which was aimed at helping employees and executives navigate the complex maze of retirement decision-making and the income distribution phase perplexing most people. The program was embraced and run in many of the large 500 companies and Universities. The popularity and common sense approach outlined in the program gained us spots on broadcast television and print media including a monthly column in the 50 Plus newspaper and being featured in the book The Trust Equation, where 12 of the nation’s advisors were selected and held out as having demonstrated best practices for an investment advisory relationship. Branching off of the program came a sophisticated approach to investment management and the realization that Behavioral Investment Advising appeared to be the key to the individual’s success. Each of these principles became the foundation for the firm Alliance Wealth Management. -
Vice PresidentCleary Gull Advisors, Inc. 1996 - 1998Greater Milwaukee AreaI joined Cleary Gull when the firm sought to broaden their reach to individuals and employees of corporations. Joining the Milwaukee office, my partner and I started the early phases of ReAct!, a new program geared toward education of individuals and investment management through behavioral finance and asset allocation. After Freedom securities bought Cleary Gull and the Milwaukee office was closed, my partner and I joined Ziegler to continue the development of ReAct!.
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Vice PresidentMorgan Stanley 1994 - 1996Greater Milwaukee AreaI began my career as a trainee with Dean Witter Reynolds. Having studied and trained in the World Trade Center in NYC I returned to Milwaukee to work in the downtown office where I developed my client base and philosophies on successful investment planning.
Chris Doughty, Cfp®, Crpc® Skills
Chris Doughty, Cfp®, Crpc® Education Details
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Economics
Frequently Asked Questions about Chris Doughty, Cfp®, Crpc®
What company does Chris Doughty, Cfp®, Crpc® work for?
Chris Doughty, Cfp®, Crpc® works for Gentian Financial, Inc.
What is Chris Doughty, Cfp®, Crpc®'s role at the current company?
Chris Doughty, Cfp®, Crpc®'s current role is President, Gentian Financial, Inc. | Branch Manager, RJFS.
What is Chris Doughty, Cfp®, Crpc®'s email address?
Chris Doughty, Cfp®, Crpc®'s email address is christopher.doughty@cs.com
What is Chris Doughty, Cfp®, Crpc®'s direct phone number?
Chris Doughty, Cfp®, Crpc®'s direct phone number is +141446*****
What schools did Chris Doughty, Cfp®, Crpc® attend?
Chris Doughty, Cfp®, Crpc® attended University Of Iowa, University Of Northern Iowa.
What skills is Chris Doughty, Cfp®, Crpc® known for?
Chris Doughty, Cfp®, Crpc® has skills like Investments, Portfolio Management, Financial Analysis, Business Strategy, Equities, Valuation, Financial Modeling, Asset Management, Due Diligence, Capital Markets, Strategic Financial Planning, Risk Management.
Who are Chris Doughty, Cfp®, Crpc®'s colleagues?
Chris Doughty, Cfp®, Crpc®'s colleagues are Mike Mann, Cfp®, Crpc®, Ryan Carow, Michael Birschbach, Cfp®, Jenny Podolak, Lisa Sheridan, Ashley (Dreher) Neuworth, Annabelle Herschede.
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