Douglas S. King, CFP®

Doug has spent over 34 years in the financial services industry helping a select group of wealthy families across multiple generations and successful entrepreneurs reach their long-term financial goals and dreams. 

He is passionate about taking a holistic approach to solving his client's complex financial needs through comprehensive financial planning, customized asset allocation strategies, tax and estate planning, and sound investment advice. 

Doug has been married over 33 years to his wife, Katy, and has four adult children. He is an avid outdoorsman and loves hunting, fishing, canoeing, hiking, motorcycling, scuba diving, golfing, and snowboarding.

Years Experience: 34

Areas of Focus:  Comprehensive Financial Planning, Investment Management and Research, Asset Allocation, Portfolio Construction, Retirement Planning, Retirement Income Distribution Strategies, Education Planning, Business Consulting, Cash and Debt Management, Insurance Needs Analysis

Education & Registrations:

  • B.S. Finance, Virginia Tech
  • B.S. Management, Virginia Tech
  • Master of Business Administration (MBA), Carlson School of Management, University of Minnesota
  • Certified Financial Planner (CFP®), College for Financial Planning
  • Series 7, 8, 63 and 65 securities registrations
  • FL, MN, OH Insurance Licensed - Life, Health, Disability

Professional Affiliations & Achievements:

  • Chair-Elect, CFP Board of Standards
  • Financial Planning Association® (FPA) Member
  • Board Member, Boy Scouts of America - Northern Star Council

Minneapolis, MN:

8421 Wayzata Blvd E, Suite 350
Minneapolis, MN 55426

Fort Myers, Florida:

5237 Summerlin Commons Blvd, Suite 406
Fort Myers, FL 33907

Naples, Florida:

1415 Panther Lane, Suite 498
Naples, FL 34109

Phone MN (612) 439-8400, FL (239) 350-0211
Fax MN fax (952) 935-4958, FL fax (239) 288-0520