Doug Semple Cexptm
- Role
- Wealth Planning Strategist at First Citizens Bank
- Location
- Raleigh, NC, US
- LinkedIn followers
- 500 followers
About Doug Semple Cexptm
Experienced financial planning strategist specializing in case design of retirement…
Experience
Wealth Planning Strategist
Dec 2014 — Present
I coach financial advisors on leveraging personal financial planning tools to provide long-term financial security to clients. Subject Matter Expert on Money Guide Pro. Leads financial planning Discovery meetings for prospects and clients and delivery of financial plans addressing planning across retirement, asset allocation, survivorship, LTC, and estate issues.
Skills
- Retirement Planning
- Training
- Public Speaking
- Naviplan Financial Planning Software
- Asset Allocation
- Wealth Management
- Certified Financial Planner
- Clu
- Investments
- Chfc
- Presentations
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