Doug Harbaugh Email & Phone Number
CEO, Head of Financial Planning @ KAIROS Private Wealth
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Doug Harbaugh Location
- Cleveland, OH, US
Doug Harbaugh Work
- 2021 -now CEO, Head of Financial Planning @
- 2021 -now Financial Planner @
- 2020 -now Community Engagement Committee Girl Scouts of Northeast Ohio @
- 2021 -2022 Chief Revenue Officer (CRO) @
- 2011 -2021 Wealth Advisor- Controller @
- 2010 -2011 Wealth Advisor @
- 2004 -2010 Insurance Specialist @ United Brokerage Group
- 2001 -2003 Wire tech and Foreman @ IBEW local 38
Doug Harbaugh Education
- Cuyahoga Community College 1999-2003
- Garfield Heights 1996-1999
Doug Harbaugh Skills
- Estate Planning
- Series 63
- Fixed Annuities
- Insurance
- Retirement Planning
- Financial Planning
- IRAs
- Investments
- Life and Health
- 401k
- Asset Allocation
- Investment Advisory
- Wealth Management
- Mutual Funds
- Strategic Financial Planning
- Notary Public
- Property and Casualty Insurance
- Property and Casualty
- Strategic Financial
- Retirement
- Life and Health Insurance
- Series 7
- Investment Management
Doug Harbaugh Summary
- Doug Harbaugh, based in Cleveland, OH, US, is currently a CEO, Head of Financial Planning at KAIROS Private Wealth. Doug Harbaugh brings experience from previous roles at Skylight Financial Group, Girl Scouts of North East Ohio and Strategic Wealth Partners. Doug Harbaugh holds a 1999 - 2003 Cuyahoga Community College. With a robust skill set that includes Estate Planning, Series 63, Fixed Annuities, Insurance, Retirement Planning and more. Doug Harbaugh has 3 emails and 2 mobile phone numbers on RocketReach.
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