Doug Custer Email & Phone Number
Executive Director - Financial Planning @ Edelman Financial Engines
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Doug Custer Location
- Kirkland, WA, US
Doug Custer Work
- Executive Director - Financial Planning @ (June 2021 - Present)
- Financial Advisor and Shareholder @ Viridian (February 2017 - June 2021)
- Director - Wealth Management @ Appropriate Balance Financial Services, Inc. (July 2011 - February 2017)
- Vice President - Financial Consultant @ (October 1996 - June 2011)
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 Executive 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 3 mobile phone numbers on RocketReach.
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