800-875-1760
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Douglas Finley AEP, CDFA®, CFP®, MS
Finley Wealth Management, LLC
10600 Chevrolet Way |
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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.
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