Douglas E. Bermudez, C(K)P®, Cpfa, Cfs™

Douglas E. Bermudez, C(K)P®, Cpfa, Cfs™ Email and Phone Number

Helping Tax Exempt, Governmental, and Corporate Plan Sponsors navigate their unique retirement plan challenges . @ Strategic Retirement Partners
Douglas E. Bermudez, C(K)P®, Cpfa, Cfs™'s Location
Rancho Palos Verdes, California, United States, United States
Douglas E. Bermudez, C(K)P®, Cpfa, Cfs™'s Contact Details

Douglas E. Bermudez, C(K)P®, Cpfa, Cfs™ work email

Douglas E. Bermudez, C(K)P®, Cpfa, Cfs™ personal email

n/a
About Douglas E. Bermudez, C(K)P®, Cpfa, Cfs™

My team and I work with organizations and professionals— we create long-term, trusting relationships and deliver personalized financial services.We provide financial advice to organizations for pursuing retirement plan success through assisting with plan design and administration, fiduciary responsibility, and employee retirement readiness. We provide our clients with comprehensive advice focusing on the four disciplines of wealth management with the goal of helping you build, manage, preserve, and transition wealth.I spend my free time staying active with my wife, Nuria, an accountant, and three children. We take local kickboxing classes together and train for our annual Tour de Cure bike ride in Long Beach. I also enjoy a good round of golf. It is important to me to be an involved parent and I actively serve as a volunteer at my daughters' school.Securities offered through LPL Financial, Member FINRA/SIPC. Investment advisory services are offered through WELLth Advisory Services, LLC, dba Strategic Retirement Partners (SRP), an SEC Registered Investment Advisor. WELLth Advisory Services, LLC and Strategic Retirement Partners (SRP) are separate entities from LPL Financial. Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness.For a list of states in which we are registered to do business, please visit www.srpretire.com.Insurance licensed in the following states: CA (Insurance Lic. # 0B84985), CO, FL, MI, NC, NV, NY, SC, TN, TX, VA, WI.

Douglas E. Bermudez, C(K)P®, Cpfa, Cfs™'s Current Company Details
Strategic Retirement Partners

Strategic Retirement Partners

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Helping Tax Exempt, Governmental, and Corporate Plan Sponsors navigate their unique retirement plan challenges .
Douglas E. Bermudez, C(K)P®, Cpfa, Cfs™ Work Experience Details
  • Strategic Retirement Partners
    Managing Director
    Strategic Retirement Partners Jun 2019 - Present
    Us
    Securities offered through LPL Financial, Member FINRA/SIPC. Investment advisory services are offered through WELLth Advisory Services, LLC, dba Strategic Retirement Partners (SRP), an SEC Registered Investment Advisor. WELLth Advisory Services, LLC and Strategic Retirement Partners (SRP) are separate entities from LPL Financial. Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness.For a list of states in which we are registered to do business, please visit www.srpretire.com.
    View
  • Bermudez/Hall Retirement Group Of Wells Fargo Advisors
    Senior Vice President - Investment Officer
    Bermudez/Hall Retirement Group Of Wells Fargo Advisors Oct 2012 - Jun 2019
    St. Louis, Missouri, Us
    View
  • Wells Fargo Insurance Services
    Director Retirement & Financial Services
    Wells Fargo Insurance Services Jul 2007 - Oct 2012
    San Francisco, California, Us
    View
  • Bermudez Financial Services
    Principal
    Bermudez Financial Services Mar 2002 - Jul 2007

Douglas E. Bermudez, C(K)P®, Cpfa, Cfs™ Skills

Retirement Planning Retirement Financial Services Mutual Funds Financial Advisory Asset Allocation Retirement Plan Consulting Insurance Deferred Compensation Plans Investment Advisory Investment Strategies Variable Annuities Fixed Annuities Strategic Planning Tax Efficient Strategies Retirement Savings Wealth Preservation Planning Relationship Management Business Succession Planning Business Owner Planning 401 Rollovers Investments Securities Fixed Income Strategies Equity Indexed Annuities Risk Management

Douglas E. Bermudez, C(K)P®, Cpfa, Cfs™ Education Details

  • St. Mary'S College Of California
    St. Mary'S College Of California
    Political Science And Government

Frequently Asked Questions about Douglas E. Bermudez, C(K)P®, Cpfa, Cfs™

What company does Douglas E. Bermudez, C(K)P®, Cpfa, Cfs™ work for?

Douglas E. Bermudez, C(K)P®, Cpfa, Cfs™ works for Strategic Retirement Partners

What is Douglas E. Bermudez, C(K)P®, Cpfa, Cfs™'s role at the current company?

Douglas E. Bermudez, C(K)P®, Cpfa, Cfs™'s current role is Helping Tax Exempt, Governmental, and Corporate Plan Sponsors navigate their unique retirement plan challenges ..

What is Douglas E. Bermudez, C(K)P®, Cpfa, Cfs™'s email address?

Douglas E. Bermudez, C(K)P®, Cpfa, Cfs™'s email address is d_****@****.rr.com

What schools did Douglas E. Bermudez, C(K)P®, Cpfa, Cfs™ attend?

Douglas E. Bermudez, C(K)P®, Cpfa, Cfs™ attended St. Mary's College Of California.

What skills is Douglas E. Bermudez, C(K)P®, Cpfa, Cfs™ known for?

Douglas E. Bermudez, C(K)P®, Cpfa, Cfs™ has skills like Retirement Planning, Retirement, Financial Services, Mutual Funds, Financial Advisory, Asset Allocation, Retirement Plan Consulting, Insurance, Deferred Compensation Plans, Investment Advisory, Investment Strategies, Variable Annuities.

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