Douglas W. Finley,  CFP<sup>&reg;</sup> - Financial Advisor

Douglas W. Finley, CFP®

MS, AEP, CDFA

President

Finley Wealth Management, LLC

10600 Chevrolet Way, Suite 101
Estero, FL 33928
FINANCIAL ADVISOR'S WEBSITE
(239) 267-7500 CONNECT WITH Douglas
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General

Douglas Finley is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at Finley Wealth Management, LLC in Estero, FL and the surrounding communities.

Financial Advisor Overview

Douglas Finley is a Fee-Only Financial Planner serving the Naples, Bonita Springs, Estero, and Fort Myers areas and clients across the country. Finley Wealth Management specializes in providing objective financial planning, retirement planning, and investment management advice to help clients build, manage, and protect their assets through life's transitions. Douglas Finley is a NAPFA-Registered Financial Advisor and a CERTIFIED FINANCIAL PLANNER™ Professional.

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Financial Advisor Experience

CFP®, CERTIFIED FINANCIAL PLANNER™ Master’s Degree, Financial Planning, College for Financial Planning, Denver, Co. Bachelor’s Degree, Finance, Arizona State University, Tempe, Arizona CFP® Professional Education Program, The College for Financial Planning, Denver, Co. NAPFA, National Association of Personal Financial Planners FPA, Financial Planning Association, National and Local Chapter The National Association of Estate Planners & Councils Lee County Estate Planning Council American Mensa Ltd

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER™ (CFP®)
  • Other - Accredited Estate Planner® (AEP®)

Broker-Dealer Affiliation

None/NA

Broker-Dealer Disclaimer

N/A

Financial Advisor's Specialties

Comprehensive Financial Planning, Charitable & Planned Giving, Estate Planning, Investment Management, Getting Divorced, Life Planning, Retirement, Sudden Wealth, Women's Finances

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Helpful Financial Planning Resources