Doug English, Cfp work email
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Doug English, Cfp personal email
Doug English, Cfp phone numbers
Doug English has been serving the personal financial analysis and risk management needs of senior executives for more than 20 years. In the credit union movement Doug specializes in analyzing and integrating (but never selling) split-dollar plans, 457(b), 457(f), 401(k) and retention bonuses. In the for-profit world, Doug specializes in the analysis and integration of incentive comp structures such as ISO's, RSUs, restricted stock, ESPP, 10b-5, and section 16 insiders.Senior executives and institutions hire Doug to help them make the most of their executive benefits package through optimized benefit coordination and to provide ongoing management of their resources toward their personal goals.Doug has been a CERTIFIED FINANCIAL PLANNER™ Practitioner for more than 20 years and has an MBA in finance. He started his career as an employee financial advisor with CUNA Mutual and after 10 years as one of the top advisors in the company, Doug left to create his own firm in 2006.Doug is the founder of ACT Advisors, a financial planning and investment management firm headquartered in Asheville, NC. ACT Advisors mission is to enable clients to pursue their dreams through excellence in investment management, world-class financial planning and compassionate engagement.Web Resourceshttps://www.feeonlynetwork.com/financial-advisor/doug-english/https://www.napfa.org/member/111895/25444
Financial Advisor Continuity
View- Website:
- financialadvisorcontinuity.com
- Employees:
- 2
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OwnerFinancial Advisor ContinuityAsheville, Nc, Us
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Cfp®, Investment Advisor Representative, Branch ManagerAct Advisors, L.L.C. 2006 - PresentAsheville, North Carolina, UsA fee only financial planning and investment management firm headquartered in Asheville, NC. ACT Advisors mission is to enable clients to pursue their dreams through excellence in investment management, world class financial planning and compassionate engagement. -
OwnerFinancial Advisor Continuity 2009 - PresentFinancial Advisor Continuity buys financial practices in the Carolinas and partners with other advisors for continuity.
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Registered RepresentativeCuna Mutual Group 1996 - 2006Madison, Wi, Us
Doug English, Cfp Skills
Doug English, Cfp Education Details
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Rochester Institute Of TechnologyFinance And Financial Management Services -
Suny Broome Community CollegeAssociate Of Arts (Aa)
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Chenango Forks High School
Frequently Asked Questions about Doug English, Cfp
What company does Doug English, Cfp work for?
Doug English, Cfp works for Financial Advisor Continuity
What is Doug English, Cfp's role at the current company?
Doug English, Cfp's current role is Owner.
What is Doug English, Cfp's email address?
Doug English, Cfp's email address is do****@****lpl.com
What is Doug English, Cfp's direct phone number?
Doug English, Cfp's direct phone number is (828) 398*****
What schools did Doug English, Cfp attend?
Doug English, Cfp attended Rochester Institute Of Technology, Suny Broome Community College, Chenango Forks High School.
What skills is Doug English, Cfp known for?
Doug English, Cfp has skills like Investments, Retirement, Financial Advisory, Retirement Planning, Strategic Financial Planning, Mutual Funds, Finance, Investment Advisory, Wealth Management, Wealth, Asset Allocation, High Net Worth Individuals.
Who are Doug English, Cfp's colleagues?
Doug English, Cfp's colleagues are Wendy Wang.
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