Who Am I?

How I got here

 

Paul Doak is the owner and director of I.D. Financial, an independent wealth management firm helping people secure their financial futures as they navigate through life’s transitions. 

With over 25 years in the financial service industry, Paul has dedicated his Professional life to helping clients overcome their biggest financial challenges. 

He starts out every client relationship by listening to concerns, trying to understand your needs and concerns, and simplifying the complex. 

His mission is to guide his clients to financial freedom so they can live out their deepest passions and accomplish their dreams

Paul graduated from the University of Southern Maine with a Bachelors in Political Science and a minor in Economics. He is a CERTIFIED FINANCIAL PLANNER™ (CFP) and Life Underwriter Training Council Fellow (LUTCF). 

Paul lives in Bothell, Washington with his wife and son. Outside of the office, Paul enjoys riding bikes along the Sammamish River Trail with his family,cooking, reading, and skiing.