Douglas J. Watts, CFP^®

Doug uses his analytical skills and emotional intelligence to help clients generate joy and security from their financial lives. He does this by building financial strategies that bring client’s values to life. Doug graduated from the University of Pennsylvania with a degree in Philosophy, Politics, and Economics. He has studied at the American College of Financial Services and the University of Chicago’s Booth Executive Education Program. Doug is a CFP® professional. He also holds the ChFC® and CIMA® certifications. Doug is a husband, father, aspiring stoic, and movie buff. He is also a member of the Washtenaw Estate Planning Council. When he isn’t working or spending time with family, he enjoys walking his dog, Boss. He is always ready for an enjoyable conversation and loves to laugh.

Comprehensive Financial Planning, Attending College, 401(k)/403(b)/IRAs, Charitable & Planned Giving, Asset Allocation, Career Change, Investment Management, Estate Planning, Employee Benefits, Mutual Funds, Retirement, Stocks & Bonds, Life Planning, Long-term Care, Starting a Family, Sudden Wealth, Men's Finances, Personal Taxes