Doug Custer Email & Phone Number
Director - Financial Planning @ Edelman Financial Engines
5 free lookup(s).
Doug Custer Location
- Kirkland, WA, US
Doug Custer Work
- 2021 -now Director - Financial Planning @
- 2017 -2021 Financial Advisor and Shareholder @ Viridian
- 2011 -2017 Director - Wealth Management @ Appropriate Balance Financial Services, Inc.
- 1996 -2011 Vice President - Financial Consultant @
Doug Custer Education
- University of Maryland Global Campus
B.S. (Finance)
Doug Custer Skills
- Certified Financial Planner
- Retirement Planning
- Chartered Advisor in Philanthropy
- Mutual Funds
- 401k
- Investment Management
- Wealth Management
- Estate Planning
- Registered Investment Advisor
- Financial Planning
- Fiduciary Services
- Qualified Retirement Plans
- 401k Rollovers
- Independent Financial Advice
- ERISA
- 403b
- Donor Advised Funds
- IRAs
Doug Custer Summary
- Doug Custer, based in Kirkland, WA, US, is currently a Director - Financial Planning at Edelman Financial Engines. Doug Custer brings experience from previous roles at Viridian, Appropriate Balance Financial Services, Inc. and Charles Schwab and Co.. Doug Custer holds a B.S. in Finance @ University of Maryland Global Campus. With a robust skill set that includes Certified Financial Planner, Retirement Planning, Chartered Advisor in Philanthropy, Mutual Funds, 401k and more. Doug Custer has 5 emails and 2 mobile phone numbers on RocketReach.
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Others Named Doug Custer
Doug Custer
Director - Financial Planning
Kirkland, WA, US
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