Doug  Amis,  CFP<sup>&reg;</sup> - Financial Advisor

Doug Amis, CFP®

CEO/Owner

Cardinal Retirement Planning, Inc.

2530 Meridian Parkway, Suite 100
Durham, NC 27713
FINANCIAL ADVISOR'S WEBSITE
(919) 535-8261

General

Doug Amis is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at Cardinal Retirement Planning, Inc. in Durham, NC and the surrounding communities.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

7, 66

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER™ (CFP®)
  • Other - Series 66

Insurance Licenses

  • Life insurance: DC+All states except AK, HI, & NY
  • Health/disability insurance: DC+All states except AK, HI, & NY

Broker-Dealer Affiliation

None/NA

Financial Advisor's Specialties

Comprehensive Financial Planning, 401(k)/403(b)/IRAs, Annuities, Banking, Charitable & Planned Giving, Asset Allocation, Estate Planning, Investment Management, Employee Benefits, Mutual Funds, Insurance, Life Planning, Retirement, Stocks & Bonds, Long-term Care, Medical & Health Issues, Nontraditional Households

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