Eric Douglas
Partner at Family Wealth Planning Partners | Retirement Planning Expert
- Role
- Partner, Wealth Advisor at Family Wealth Planning
- Location
- Louisville, KY, US
- LinkedIn followers
- 500 followers
About Eric Douglas
Life doesn’t move in straight lines, and your financial plan shouldn’t either. That’s why we begin with a process built around clarity, intention, and action.Discover. Design. Do! is how we help you align your money with the life you want to live. We start by understanding what truly matters to you, then design a personalized plan that reflects your goals, values, and season of life. From there, we walk with you as you take action, helping you make confident decisions and adjust as life evolves.Our ongoing relationship with you is designed to help you live life with purpose, direction, and confidence, today and into the future.
Experience
Partner, Wealth Advisor
Aug 2019 — Present · Louisville, KY, US
Family Wealth Planning Partners is an Independent Financial Planning firm, focused on developing customized strategies to fit the needs of our families and small business owners.
Education
Bellarmine University
MBA, Business Administration
2007 — 2008
Bellarmine University
Bachelor of Arts (BA), Communications, English
2000 — 2004
Skills
- Financial Services
- Sales Operations
- Customer Service
- Retirement
- Strategic Financial Planning
- Series 63
- Marketing
- Microsoft Excel
- Portfolio Management
- Selling
- Series 6
- Insurance
- New Business Development
- Management
- Account Management
- Investments
- Life Insurance
- Finance
- Salesforce.com
- Fixed Annuities
- Negotiation
- Sales
- Sales Presentations
- Mutual Funds
- Sales Management
- Business Development
- Leadership
- Cold Calling
- Retirement Planning
- Strategic Planning
- Public Speaking
- Process Improvement
- Financial Advisory
- Investment Advisory
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