Michael F. Doumani
Financial Consultant @Cetera Advisors Llc
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WORK HISTORY
Financial Consultant @Cetera Advisors Llc
EDUCATION
California State University-Fullerton - College of Business and Economics
BA
ABOUT MICHAEL F. DOUMANI
Financial Consultant who proactively sourced new clients and mined existing clientele. Conducted in depth review(s) of financial position, current investment posture, uncovered future financial goals and objectives. Effectively communicates complex information to pursue ultimate goals. Proven ability to establish and maintain client relationships, build and implement portfolio plans and engage clients in the investment process. Innovative and resourceful problem solver with excellent communication skills, multitasking, adaptability, detail oriented with strong technical, analytical, problem solving, and customer relationship skills. California Insurance License # 06•••90 Securities & Advisory Services offered through Cetera Advisors LLC (Doing Insurance Business in CA as CFGA Insurance Agency) Member FINRA, SIPC, a broker dealer & Registered Investment Advisor. Danville, CA 94596
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