Doug specializes in the area of Accumulation, Distribution and Legacy / Charitable planning and helps his clients to pursue their financial goals in various phases of their lives.
He is currently an advisor in the Newport Beach office with over 20 years of experience and thirteen of those years with Pence Wealth Management. As a CFP® professional , he brings a wealth of knowledge to each and every unique situation for all his clients.
Doug has experience working with clients from all walks of life and his cases present an array of circumstances that has been addressed with a process that’s dependable and effective.
He places high priority in getting to know each client — their family, values, needs, and wishes — while aiming to attain a positive and long-lasting relationship.
His approach is to communicate how each strategy is designed to help achieve the desired outcome and help foster a greater connection with an ever-changing market place. For Doug, the bottom-line is putting the client’s best interest first, which is his driving motivation each and every day.
CA Insurance license # 0C26774
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