Doug Sippel
Do you LOFOBI? - Looking-Out-For-Others-Best-Interest - 1st Generation Business Transitions - Multi-Generational Family LPL Financial Advisor
- Role
- Chief Transition Officer at Leadership Transitions, Llc
- Location
- Lake Oswego, OR, US
- LinkedIn followers
- 500 followers
About Doug Sippel
I am part of the 5th generation in a family that has owned real estate for 150 years…
Experience
Chief Transition Officer
Nov 2014 — Present
I provide coaching and consulting and work very closely with the owners and other key stakeholders including key Executives, Principals, Directors, and family members to coordinate the leadership and ownership transitions.
Skills
- Personal, Business, and Family Wealth Transition Planning
- Wealth Management
- Insurance
- Strategic Planning
- Investments
- Estate Planning
- Asset Managment
- Retirement
- Portfolio Management
- Small Business
- Strategic Financial Planning
- Retirement Planning
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