Douglas Finley (AEP, CDFA, CFP, MS)

Douglas Finley focuses in the
following client markets or areas of practice:

  • High Net Worth Client Needs
  • Hourly
  • Investment Advice with Ongoing Management
  • Retirement Planning & Distribution Rules
  • Socially Responsible Investments
  • Women's Financial Planning Issues

Planning Specialties

At Finley Wealth Advisors, we believe our fee-only fiduciary approach adds an objective perspective to all we do, which in turn benefits our clients. Our experienced Certified Financial Planner™ professional, Douglas Finley, has helped many people achieve financial peace of mind. He believes in getting to know who his clients are and what’s more important to them, not just what they have. He knows that a thoughtfully executed financial planning is about much more than just the numbers.

When you sit down together to talk for the first time, he’s going to get to the heart of what’s truly important in your life. This will guide all that he does in your financial planning journey. Because if your money is aligned with your core values, it can bring not just happiness, but harmony into your life. In the end, helping clients achieve all that is important to them is the highest goal a financial planner can aspire to in their career.

Mr. Finley’s credentials and associations in addition to NAPFA include:
CFP®, Certified Financial Planner™
AEP®, Accredited Estate Planner®
CDFA®, Certified Divorce Financial Analyst®
Bachelor’s Degree, Finance, Arizona State University, Tempe, Arizona
Master’s Degree, Finance, College for Financial Planning, Denver, Co.
Active Member: FPA, Financial Planning Association, National and Local Chapter
Active Member: The National Association of Estate Planners & Councils
Active Member: Lee County Estate Planning Council
Active Member: American Mensa Ltd.
CFP® Professional Education Program, The College for Financial Planning, Denver, CO.

Additional Information

Fee-Only Financial Planning and Investment Management

Dimensional Funds Approved Advisor

NAPFA Start Date

June 16, 2017

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This Office

10600 Chevrolet Way Ste 101 Estero, FL 33928-4422 Phone: (239) 267-7500