Who Am I?

 

 

 

 

Paul K. Doak, CFP(R)

206-774-0262

 

 

 

 

Over 25 years in the Financial Services having built my practice around helping people and helping them understand their finances and what is important to them.

I enjoy educating my clients and helping them see that money is a tool and if used appropiately can be very beneficial. If used incorrectly, can be very painful. 

I am hear to help guide people through life's financial journey.

Father of an Awesome Autistic son. Fought IEP battles, and worked with the DDA.

  • Enjoy skiing Stevens Pass, WA and Taos, NM

  • Reading historical fiction- Bernard Cornwell is a favortie author

  • taking nice hikes and bike rides.

  • Travel when I can.

  • Gap year spent in Belfast, Northern Ireland

  • Studied in San Jose, Costa Rica

  • Fan of Finland

 

 

 

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.