Doak Cheatham
Wealth Advisor at Wealth Strategies Advisory Group, LLC and The VFO Advisory Group®
- Role
- Wealth Advisor at Wealth Strategies Advisory Group, Llc
- Location
- Scottsdale, AZ, US
- LinkedIn followers
- 500 followers
About Doak Cheatham
I’m passionate about helping clients navigate complex financial decisions with clarity…
Experience
Wealth Advisor
Wealth Strategies Advisory Group, Llc
Jun 2025 — Present · Scottsdale, AZ, US
After 16 successful years in the mortgage industry, I’ve transitioned into wealth advisory to help clients take a more holistic approach to their financial goals. My background in lending gives me a deep understanding of real estate, leverage, and strategic financing — key tools in building long-term wealth. At Wealth Strategies Advisory Group, I work with individuals, families, and business owners to implement tax-efficient strategies for asset growth and protection.
Education
University of Arizona
Bachelor of the Arts, Political Science
2002 — 2003
Kansas State University
N/A, Hotel and Restaurant Management
1999 — 2001
Skills
- Loan Origination
- Real Estate
- Mortgage Banking
- Asset Allocation
- Banking
- Mutual Funds
- Forecasting
- Risk Management
- Fixed Income
- Strategic Financial Planning
- Investment Properties
- Va Loans
- Securities
- Mortgage Lending
- Underwriting
- Refinance
- Marketing
- Series 63
- Fha Financing
- Investors
- Analysis
- Time Management
- Entrepreneurship
- Finance
- Management
- Equities
- Series 7
- Access
- Fha
- Credit Analysis
- Business Planning
- Residential Homes
- Insurance
- Sales Operations
- Small Business
- Training
- Credit
- Portfolio Management
- Derivatives
- Financial Analysis
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