Douglas Finley, Ms, Cpwa, Cfp, Aep, Cdfa Email and Phone Number
Douglas Finley, Ms, Cpwa, Cfp, Aep, Cdfa work email
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Douglas Finley, Ms, Cpwa, Cfp, Aep, Cdfa personal email
Douglas Finley, Ms, Cpwa, Cfp, Aep, Cdfa phone numbers
Owner and president of Finley Wealth Advisors, Southwest Florida’s premier fee-only wealthmanagement group, Douglas Finley is a fee-only financial planner trusted to strategically manage, nurture and oversee the portfolios of retirees, families, professionals and high-profile executives. As a fee-only financial advisor aware of the unethical compensation schemes of Wall Street and many insurance companies, Douglas believes fiduciary services, wealth building strategies and investment advice should be rooted in a foundation of honesty, truthfulness and transparency. Based on Nobel Prize-winning research, his unique fee-only wealth management approach ensures full transparency upfront. No games. No gimmicks. No secrets. Just honest, straightforward, unbiased, unincentivized investing advice from a credible fee-only wealth manager dedicated to serving clients in Naples, Fort Myers, Estero and surrounding areas.An active member of several accredited organizations, including the National Association of Personal Financial Advisors, Douglas takes pride in his financial acumen and expertise. Principled, passionate and professional, he is a fee-only advisor committed to continually putting the interests of his clients above all else. Being that he’s a fee-only investment advisor who is only compensated by clients, he does not receive commission or compensation from third-party companies. He’s the fee-only investment manager you can trust to be truthful, frank and forthright.When it comes to Naples wealth advisors and local South FL private wealth management companies for middle-class millionaires, Douglas Finley and associates are at the top of the list. Having 3 locations conveniently situated in SWFL allows him and his team to serve clients from Boca Grande, Bokeelia, Bonita Springs, Captiva, Cape Coral, Estero, Fort Myers, Naples, Sanibel Island, Port Royal, Punta Rassa and other areas along Florida’s famous SW Gulf Coast.
Finley Wealth Advisors
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PresidentFinley Wealth Advisors Feb 2006 - PresentEstero, Fl, Us
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Board MemberEstate Planning Council Of Lee County 2006 - 2013
Douglas Finley, Ms, Cpwa, Cfp, Aep, Cdfa Skills
Douglas Finley, Ms, Cpwa, Cfp, Aep, Cdfa Education Details
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W. P. Carey School Of Business – Arizona State UniversityFinance -
College For Financial PlanningFinancial Planning
Frequently Asked Questions about Douglas Finley, Ms, Cpwa, Cfp, Aep, Cdfa
What company does Douglas Finley, Ms, Cpwa, Cfp, Aep, Cdfa work for?
Douglas Finley, Ms, Cpwa, Cfp, Aep, Cdfa works for Finley Wealth Advisors
What is Douglas Finley, Ms, Cpwa, Cfp, Aep, Cdfa's role at the current company?
Douglas Finley, Ms, Cpwa, Cfp, Aep, Cdfa's current role is President at Finley Wealth Advisors | Fee-Only Fiduciary Advisor, Financial Planner, Wealth Manager, Investment Advisor | Fee-Only Financial Planning, Retirement Planning, Investing Advice & Private Wealth Management.
What is Douglas Finley, Ms, Cpwa, Cfp, Aep, Cdfa's email address?
Douglas Finley, Ms, Cpwa, Cfp, Aep, Cdfa's email address is do****@****gmt.com
What is Douglas Finley, Ms, Cpwa, Cfp, Aep, Cdfa's direct phone number?
Douglas Finley, Ms, Cpwa, Cfp, Aep, Cdfa's direct phone number is +123926*****
What schools did Douglas Finley, Ms, Cpwa, Cfp, Aep, Cdfa attend?
Douglas Finley, Ms, Cpwa, Cfp, Aep, Cdfa attended W. P. Carey School Of Business – Arizona State University, College For Financial Planning.
What skills is Douglas Finley, Ms, Cpwa, Cfp, Aep, Cdfa known for?
Douglas Finley, Ms, Cpwa, Cfp, Aep, Cdfa has skills like Wealth Management, Financial Planning, Asset Management, Asset Allocation, Retirement Planning, Estate Planning, Strategic Financial Planning, Financial Advisory, Financial Planners, Investment Advisory, Investment Management.
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