Doug Gross has a passion for sharing his financial wisdom with the world. He has spoken to audiences at events and conferences across the country on a variety of investment topics. He is particularly knowledgeable about tax planning, wise investing, general financial planning, planning for retirement, and charitable giving strategies. Doug is available to speak at your upcoming event, and each one of his engaging lectures is tailored to you and your audience’s particular needs and interests.
Give your next event a dose of practical guidance. If you are interested in having Doug speak at your next event, you can contact us through this site.
Retirement Income Strategies
Employee Stock Options
Restricted Stock Unit Strategies
Public Pension Reform
The Power of Persistent Planning
When Doug found his calling in the field of financial planning, it became more than a job. He is passionate about helping his clients build and protect the assets they worked so hard to accumulate. Doug has combined his story, client stories, and a wealth of financial wisdom in his new book, The Power of Persistent Planning. Find out how a qualified advisor, along with a solid financial plan, can impact your future. Set up a consultation with Doug or pick up a copy of his book today!