Douglas Finley AEP, CDFA®, CFP®, MS


Finley Wealth Management, LLC

10600 Chevrolet Way
Suite 222
Estero FL 33928
Get directions
239-267-7500

Doug Finley founded Finley Wealth Management, a Fee-Only Registered Investment Advisor, with the goal of creating a firm that eliminated the conflicts of interest inherent in the advisor/client relationship. His firm manages assets for high net-worth families — specifically women who are going through divorce or the death of their spouse.


CFP®, Certified Financial Planner™


AEP®, Accredited Estate Planner®


CDFA®, Certified Divorce Financial Analyst®


Bachelor’s Degree, Finance, Arizona State University, Tempe, Arizona


Master’s Degree, Finance, College for Financial Planning, Denver, Co


Active Member: FPA, Financial Planning Association, National and Local Chapter


Active Member: The National Association of Estate Planners & Councils


Active Member: Lee County Estate Planning Council


Active Member: American Mensa Ltd.


CFP® Professional Education Program, The College for Financial Planning, Denver, CO.