Doug joined Hunter Associates in 2016. He holds a bachelor’s degree in Business Administration with a concentration in finance from Slippery Rock University. Doug is a CERTIFIED FINANCIAL PLANNER™ professional and holds the Accredited Investment Fiduciary™ designation awarded by The Center for Fiduciary Studies.
Prior to joining the firm, Doug was affiliated with BNY Mellon, serving clients in the issuance of corporate debt. He also worked in the corporate accounting department of Eaton Corporation. Doug is a local musician and enjoys fitness and travel.
CERTIFIED FINANCIAL PLANNER™ (CFP®): The CERTIFIED FINANCIAL PLANNER™ (CFP®) program is administered by the Certified Financial Planner Board of Standards Inc. Those with the CFP® designation have demonstrated competency in all areas of finance related to financial planning. Candidates complete studies on many topics, including stocks, bonds, taxes, insurance, retirement planning and estate planning. In addition to passing the CFP certification exam, candidates must also complete qualifying work experience and agree to adhere to the CFP Board’s code of ethics and professional responsibility and financial planning standards.
Accredited Investment Fiduciary™: The AIF® credential is awarded by The Center for Fiduciary Studies. To attain the AIF® credential the candidate must meet a point-based threshold based on a combination of education, relevant industry experience and/or professional development. Candidates complete a course that prepares participants to conduct fiduciary assessments on a plan or firms’ conformance to legal and regulatory obligations associated with the fiduciary standard and professional best practices. Additionally, individuals must pass a final certification examination.
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