![Doug Bauer](https://cdn.zonebourse.com/static/resize/768/576//static/images/insiders/unknown.png)
Doug Bauer
Amministratore Delegato presso AllSquare Wealth Management LLC
Profilo
Mr. Douglas J.
Bauer is a Principal at AllSquare Wealth Management LLC.
He has over 45 years of professional experience assisting clients throughout Albany, Guilderland, and the greater Capital Region with their financial and life goals.
He consults with his clients on a wide range of issues including, estate distribution planning, charitable gifting strategies, financial planning, life insurance, investment analysis, retirement income planning, business continuation, and income tax analysis/preparation.
Throughout his career he has been active in the business community and remains committed to offering his knowledge and expertise to help others achieve their personal, professional and financial goals.
Mr. Bauer holds a Master of Science degree in Financial Planning from the College for Financial Planning (1992), and a Bachelor of Science in Business Administration from SUNY at Albany (1975), and is dedicated to the life-long enhancement of his industry knowledge.
His professional credentials and designations includes Certified Financial Planning Practitioner, Chartered Life Underwriter and Chartered Financial Consultant.
Posizioni attive di Doug Bauer
Società | Posizione | Inizio |
---|---|---|
AllSquare Wealth Management LLC
![]() AllSquare Wealth Management LLC Investment ManagersFinance AllSquare Wealth Management LLC (AllSquare Wealth) is an independent registered investment advisor headquartered in Albany, New York. Founded in 2010, AllSquare Wealth provides integrated wealth management services to individuals, high net worth individuals, pension and profit-sharing plans, trusts, estates, charitable organizations and corporations. | Amministratore Delegato | 01/08/2010 |
Formazione di Doug Bauer
The College for Financial Planning, Inc. | Graduate Degree |
State University of New York at Albany | Undergraduate Degree |
Esperienze
Posizioni ricoperte
Relazioni
Relazioni di 1° grado
Aziende connesse in 1º grado
Uomo
Donna
Amministratori
Dirigenti
Società collegate
Aziende private | 1 |
---|---|
AllSquare Wealth Management LLC
![]() AllSquare Wealth Management LLC Investment ManagersFinance AllSquare Wealth Management LLC (AllSquare Wealth) is an independent registered investment advisor headquartered in Albany, New York. Founded in 2010, AllSquare Wealth provides integrated wealth management services to individuals, high net worth individuals, pension and profit-sharing plans, trusts, estates, charitable organizations and corporations. | Finance |
- Borsa valori
- Insiders
- Doug Bauer