Doug Adler
As a professional in the unique financial challenges facing individuals approaching retirement, he provides sound financial advice and exceptional service to his clients. Focusing on overall financial management and the creation and protection of wealth, Doug assists business owners, managers, successful individuals and certain qualifying retirees with unique financial and retirement planning strategies.
When speaking of his work, he does so with conviction and enthusiasm. "My objective is to effectively assist my clients in achieving their financial goals. My role is to serve as my clients' Personal Chief Financial Officer, and my job is to do all the construction and heavy lifting for them."
As a lifetime learner and teacher, Doug has conducted numerous seminars and workshops. And he has earned the Accredited Asset Management Specialist (AAMSŪ) and the Wealth Management Specialist (WMS) designations. To learn more and to read additional articles, please visit our website at: www.dougadler.com