Chris Doughty
President, Gentian Financial, Inc. | Branch Manager, RJFS
- Role
- President, Certified Financial Plannertm Cfp, Chartered Retirement Planning Counselor Crpc at Gentian Financial, Inc
- Location
- Milwaukee, WI, US
- LinkedIn followers
- 500 followers
About Chris Doughty
It was a desire to help people with one of the most difficult aspects of their lives…
Experience
President, Certified Financial Plannertm Cfp, Chartered Retirement Planning Counselor Crpc
Jan 2015 — Present · Milwaukee, WI, US
Specializing in the area of Behavioral Finance and Modern Portfolio Theory, I set my focus on building a lifelong foundation of trust with my clients. I use time-tested techniques, combining wisdom from the past with ideas of today, to craft financial plans unique to each of my clients.After taking the time to get to know each client as a person, I am able to develop a clear vision of his or her goals for the future. I then work closely with each client to craft, tailor and execute a plan to help make those goals a reality. I seek to simplify this aspect of my clients’ lives by continuously providing professional advice – allowing them to spend their time doing the things they are passionate about. I also work closely with clients’ other advisors, accountants and attorneys in order to orchestrate their financial plans as efficiently as possible. I am driven by an endless pursuit of wisdom and constant learning, which allows me to stay on the cutting edge of issues affecting my clients and their financial plans.I maintain a limited client base in order to provide each client with the focus and attention they deserve and mainly serve business owners, senior executives, and high net worth individuals.I am registered in 15 states, earned the CERTIFIED FINANCIAL PLANNER™ professional certification and Chartered Retirement Planning Counselor℠ designation as well as the Series 7, 24, 63, 65 and WI State Insurance licenses.
Education
University of Northern Iowa
Economics
University of Iowa
Business
Skills
- Valuation
- Financial Analysis
- Business Strategy
- Investments
- Financial Modeling
- Portfolio Management
- Asset Allocation
- Risk Management
- Corporate Finance
- Private Equity
- Mergers & Acquisitions
- Due Diligence
- Equities
- Capital Markets
- Strategic Financial Planning
- Strategic Planning
- Asset Management
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