Douglas Finley AEP, CDFA®, CFP®, MS

Finley Wealth Management, LLC

10600 Chevrolet Way
Suite 222
Estero FL 33928

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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.