Douglas Frazier
SVP | Private Wealth Manager at Pence Wealth
- Role
- Lpl Financial Advisor, Certified Financial Plannertm Professional at Pence Wealth
- Location
- Newport Beach, CA, US
- LinkedIn followers
- 500 followers
About Douglas Frazier
Douglas Frazier is a Private Wealth Manager with Pence Wealth Management. With over twenty years of experience in the financial planning field, he has extensive experience in asset management, financial planning, insurance, retirement planning and assessments of 401K plans.He received his undergraduate business degree from San Diego State University with an emphasis on Finance. Additionally he is a graduate of the UC Irvine Personal Financial Planning program. He passed his CFP® certification in two thousand and twelve. Doug fully embraces the Pence Process and seeks to provide solid, professional advice on ways to work toward a client’s financial goals. He takes an active role in educating clients about matters concerning retirement; tax advantaged investing and advanced estate planning. His goal is to deliver professional wealth management through financial advice, helping create value, focus and understanding. Once a plan is implemented, a timely review and update is consistent with his investment process.
Experience
Lpl Financial Advisor, Certified Financial Plannertm Professional
May 2007 — Present · Newport Beach, CA, US
Education
San Diego State University
BS, Finance
1990 — 1994
La Canada
GE
1982 — 1985
UC Irvine
Personal Financial Planning, Financial Planning and Services
Skills
- Retirement Planning
- Finra
- Certified Financial Planner
- Asset Allocation
- Mutual Funds
- Series 7
- Securities
- Strategic Planning
- Financial Advisory
- Investment Advisory
- Financial Planners
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