Mr. Douglas brings forth over two and a half decades of experience in private wealth management and serves as trusted advisor for a select group of high net worth families, closely held business owners, and not for profit organizations primarily in Northern California with all aspects of Wealth Management. As a trusted advisor and Chartered Retirement Planning CounselorSM professional, with extensive experience weathering a broad range of market cycles, Kevin and his team work closely with each client to deliver independent and unbiased advice and financial planning solutions to help each achieve and retain financial independence.
Mr. Douglas serves as a board member of di Rosa Center for Contemporary Art, a non-profit organization in Napa, California.
Mr. Douglas attended Simon Fraser University in British Columbia, Canada, with a focus on Pre-Law and Political Science. He earned his Chartered Retirement Planning CounselorSM designation though the College of Financial Planning.
Wealth Management Experience: Since 1991
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