ChFC, CLU, CCA
1728 Moor Ln
Orem, UT 84057
Doug works with College Funding Solutions as an Advanced Certified College Advisor. Doug understands the importance of higher education and also realizes that each family has unique circumstances. Doug’s philosophy has always been to teach true principles, let families decide how to proceed, then support them in that process.
Doug has a B.S.C.E. degree in Civil Engineering from the University of Alabama. Doug holds a Chartered Financial Consultant (“ChFC”) professional financial designation; as well as the Chartered Life Underwriter (“CLU”) professional financial designation; and also an Advanced Certified College Advisor (“CCA”) accreditation.
Doug first became involved in finance in 1981. It became apparent to Doug that families needed help in the very complex field of college cost planning and selection. For those families who would like more in-depth understanding of the overall college planning process, Doug is passionate about teaching and helping those families navigate the oftentimes confusing and complicated process of preparing and paying for college.
For Doug, effective college and retirement planning includes not only accumulation for retirement but proper planning for retirement income distribution through efficient and effective strategies.
Doug thoroughly enjoys helping people with their college planning needs as there is much information that is often overlooked that when understood can help significantly in both paying for college and saving for retirement. Without prudent planning, many people lose money both unknowingly and unnecessarily.
“A college education alone does not guarantee success,” says Doug,” but it does open many doors which would otherwise remain closed.”
Doug grew up primarily in Alabama and lives in Orem, Utah with his wife as empty nesters enjoying their children and grandchildren. Doug’s hobby: he has been an avid golfer since age 11.
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