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Douglas J. Herdt, CFP®, ChFC®, CASL®

Douglas J. Herdt, CFP®, ChFC®, CASL®

Founding Partner

With over 28-years in the personal financial planning arena and holding the CERTIFIED FINANCIAL PLANNER™ practicing professional designation (amongst many others), Doug has been named as one of America's Top Financial Planners in 2005-2012 by The Consumers' Research Council of America. He has maintained a special focus on Federal Employees as a sub-set of the many individuals and businesses that he has served over the years.

Doug believes that client behavior is the predominant determinant of success in the financial planning process. He has worked tirelessly, throughout his career, to serve the middle-class with exceptional levels of personal care and competence putting the best interest of clients ahead of his own. He has taken remarkable care of them and they, in turn, have helped his practice grow over the years largely by referral and/or introduction.

Among other designations, Doug is a CERTIFIED FINANCIAL PLANNER™ professional, a Chartered Financial Consultant® and a Chartered Advisor for Senior Living®. He completed his Bachelor of Science degree at Weber State University (Ogden, Utah). He and his family reside in Syracuse, Utah.