I’m Paul Doak, CFP(R)

Helping people has been the core of my being since childhood. My father came to me, the youngest of my parent’s six children, and asked if I could assist them with the purchase of a small business. This business then became my parent’s main retirement asset, which they still benefit from today.

Professionally, I’ve always been working with people on their financial concerns since 1996, during that time:

• Earned the LUTCF (Life Underwriter Training Council Fellow) designation from the American College in 2003.
• Became a CERTIFIED FINANCIAL PLANNER™ professional in 2009.
Currently works as a CFP® practitioner.

For more information, go to: www.CFP.net.

FINRA Broker Check                  CFP Board of Standards                         Cambridge             


Understanding Financial Designations