Douglas Lynch (CFA, CFP®, CPA)

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

  • Cash Flow/Budgets/Credit Issues
  • College/Education Planning
  • Corporate Executives
  • High Net Worth Client Needs
  • Investment Advice with Ongoing Management
  • Retirement Plan Investment Advice

Planning Specialties

Doug has been with Lynch Financial Group as a Financial Analyst since its founding in 1989.  He graduated from The Ohio State University with a double major in Accounting and Finance.  He became a Certified Public Accountant (CPA) in 1992, a Chartered Financial Analyst® (CFA) in 1995, and a Certified Financial PlannerTM in 2014. He is a member of the Ohio Society of CPA’s, Financial Planning Association, CFA Institute, and CFA Society of Columbus. 

Doug has been involved with all aspects of Lynch Financial Group since its inception including research, technology, tax return preparation and planning, financial planning, portfolio management and client meetings.

Doug lives in Hilliard with his wife, Lisa, and their two children.  A lifelong Ohio State Buckeye fan, he also enjoys traveling, reading, running, and music.

 

NAPFA Start Date

July 01, 2021

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This Office

5880 Sawmill Rd Ste 204 Dublin, OH 43017-7577 Phone: (614) 791-8884 Fax: (614) 791-8885