Bilingual – Spanish/English
Doug is an experienced advisor providing comprehensive wealth management for middle-income and high-net-worth families, retirement plans, charitable organizations, and businesses. His focus is to help clients develop and implement strategies for realizing their unique financial goals. The services he provides are goals for retirement, the education of a child, wealth preservation, transferring an estate, and providing for loved ones. Doug’s investment philosophy concentrates on risk management which can help prevent unnecessary volatility in a client portfolio. With a strong focus in relationship building and integrity, he has been able to build a faithful and successful practice throughout his tenure as an advisor. This is also made possible by working with other professionals and utilizing the resources of Concurrent Investment Advisors, LLC.
Doug graduated from USC and earned a bachelor’s degree in finance and entrepreneurship. One of his many passions is traveling with his wife and three kids. He has traveled to all seven continents, all 50 U.S. States, and has visited 118 countries. Doug also loves USC football and is very involved within his church and Trojan community.