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Douglas Frazier

Douglas Frazier, CFP®
LPL Financial Advisor
douglas.frazier@lpl.com

Douglas Frazier, CFP®| LPL Financial Advisor

Douglas Frazier is a member of our team of diversified investment advisors and a CERTIFIED FINANCIAL PLANNER™ Professional.  With over 20 years of experience in the financial planning field, he has extensive experience in asset management, financial planning, insurance, retirement planning and assessments of 401K plans.

He received his undergraduate business degree from San Diego State University with an emphasis on Finance.  He furthered his education with an executive MBA from the University of Southern California.  Additionally he is a graduate of the UC Irvine Personal Financial Planning program.

Doug fully embraces the Pence Process and seeks to provide solid, professional advice on ways to work toward a client’s financial goals.  He takes an active role in educating clients about matters concerning retirement; tax advantaged investing and advanced estate planning.  His goal is to deliver professional wealth management through sound advice, helping create value, focus and understanding.  Once a plan is implemented, a timely review and update is consistent with his investment process.

Doug has participated in multiple triathlons, which grew out of his passion for many of the sports, in which he is currently active.  As a professional race car driver, he has raced at both the Rolex 24 Hours at Daytona and 12 Hours of Sebring as well as many other sports car locations around the country.  He enjoys tennis, golf, and being outdoors.  Doug and his wife reside in Laguna Niguel.

*As reported in Financial Planning magazine 1996-2012, based on total revenues.
CA Insurance license # 0C26774

All Financial Consultants at Pence Wealth Management are Registered Representatives with, and securities and Advisory services offered through LPL Financial, a Registered Investment Advisor, Member FINRA & SIPC. Financial Planning offered through Pence Wealth Management, a Registered Investment Advisor and separate entity from LPL Financial. The LPL Financial representative associated with this website may only discuss and/or transact securities business with residents of the following states: Alaska (AK), Alabama (AL), Arkansas (AR), Arizona (AZ), California (CA), Colorado (CO), Connecticut (CT), Delaware (DE), Florida (FL), Georgia (GA), Hawaii (HI), Idaho (ID), Illinois (IL), Kansas (KS), Kentucky (KY), Louisiana (LA), Massachusetts (MA), Michigan (MI), Minnesota (MN), Mississippi (MS), Missouri (MO), Montana (MT), Nebraska (NE), Nevada (NV),

New Hampshire (NH), New Jersey (NJ), New Mexico (NM), New York (NY), North Carolina (NC), North Dakota (ND), Ohio (OH), Oklahoma (OK), Oregon (OR), Pennsylvania (PA), Rhode Island (RI), South Carolina (SC), South Dakota (SD), Texas (TX), Utah (UT), Virginia (VA), Washington (WA), Wyoming (WY), Washington (DC)

Laila Marshall-Pence CA Insurance Lic# 0545421

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