Doug joined Alberty Asset Management to provide financial planning and investment advice to clients in transition. His priority is to help clients focus on what’s important and manage their financial lives efficiently and effectively.
Doug earned a Bachelor of Science in Finance and Accounting from the University of Arizona. Early in his career he was an auditor and corporate controller before shifting his focus to personal finance and investment management. He enjoys the stories behind the numbers and considers it a privilege to serve clients on a personal level.
To unplug, Doug likes to ski, golf, and spend quality time with his son.
Doug is a CFA® charterholder, a CERTIFIED FINANCIAL PLANNER™ professional, and CPA and holds a FINRA Series 65 securities license.