Douglas Morisoli Cfa, Cpa, Cfp®

Douglas Morisoli Cfa, Cpa, Cfp® Email and Phone Number

Partner at Fairman Financial @ Fairman Financial
Douglas Morisoli Cfa, Cpa, Cfp®'s Location
Berwyn, Pennsylvania, United States, United States
Douglas Morisoli Cfa, Cpa, Cfp®'s Contact Details

Douglas Morisoli Cfa, Cpa, Cfp® work email

Douglas Morisoli Cfa, Cpa, Cfp® personal email

n/a

Douglas Morisoli Cfa, Cpa, Cfp® phone numbers

About Douglas Morisoli Cfa, Cpa, Cfp®

Credentialed professional with over 30 years of experience providing independent, fee-only wealth management and tax advisory services to individuals and families.

Douglas Morisoli Cfa, Cpa, Cfp®'s Current Company Details
Fairman Financial

Fairman Financial

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Partner at Fairman Financial
Douglas Morisoli Cfa, Cpa, Cfp® Work Experience Details
  • Fairman Financial
    Partner
    Fairman Financial Jun 2002 - Present
    Chesterbrook, Pa, Us
    Wealth Manager at Fairman Financial an independent, fee-only wealth and tax advisor serving individuals and families in the Philadelphia area.- Responsible for oversight of the Investment Advisory practice- Specialize in providing financial planning services to executives and closely-held business owners- Expert in trust taxation
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  • Arthur Andersen
    Senior Manager
    Arthur Andersen Sep 2001 - Jun 2002
    Private Client Services Group- Investment Advisory Services- Income Tax- Estate Planning
  • Vanguard
    Senior Manager
    Vanguard Dec 1997 - Aug 2001
    Valley Forge, Pa, Us
    Institutional Participant Education Personal Financial Planning Group
    View
  • Arthur Andersen
    Senior Manager
    Arthur Andersen Jun 1994 - Dec 1997
    Private Client Services Group- Investment Advisory Services- Income Tax- Personal Financial Planning
  • Arthur Andersen
    Manager
    Arthur Andersen Aug 1989 - Jun 1994
    Private Client Services Group- Investment Advisory Services- Income Tax- Personal Financial Planning

Douglas Morisoli Cfa, Cpa, Cfp® Skills

Wealth Management Personal Financial Planning Asset Allocation Income Tax Retirement Planning

Douglas Morisoli Cfa, Cpa, Cfp® Education Details

  • Ucla
    Ucla
    Economics/Business

Frequently Asked Questions about Douglas Morisoli Cfa, Cpa, Cfp®

What company does Douglas Morisoli Cfa, Cpa, Cfp® work for?

Douglas Morisoli Cfa, Cpa, Cfp® works for Fairman Financial

What is Douglas Morisoli Cfa, Cpa, Cfp®'s role at the current company?

Douglas Morisoli Cfa, Cpa, Cfp®'s current role is Partner at Fairman Financial.

What is Douglas Morisoli Cfa, Cpa, Cfp®'s email address?

Douglas Morisoli Cfa, Cpa, Cfp®'s email address is dm****@****oup.com

What is Douglas Morisoli Cfa, Cpa, Cfp®'s direct phone number?

Douglas Morisoli Cfa, Cpa, Cfp®'s direct phone number is +161088*****

What schools did Douglas Morisoli Cfa, Cpa, Cfp® attend?

Douglas Morisoli Cfa, Cpa, Cfp® attended Ucla.

What skills is Douglas Morisoli Cfa, Cpa, Cfp® known for?

Douglas Morisoli Cfa, Cpa, Cfp® has skills like Wealth Management, Personal Financial Planning, Asset Allocation, Income Tax, Retirement Planning.

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