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Doug Giageos CFP®, CFA®

Certified Financial PlannerTM (CFP)
Chartered Financial Analyst® Charterholder (CFA)
Investment Advisor Representative

For over 18 years, I have had the privilege of serving clients. Dedicated to support, education and informed direction to each client, I strive to provide unbiased advice, objective retirement planning, and professional portfolio management, all designed to achieve long-term investment results, with the highest level of trust, integrity and respect. Hobbies and interests include enjoying time with family, soccer, hockey and a variety of outdoor activities

Why Choose a CFA® Charterholder

 

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