Douglas Tees
CAP®
i
Chartered Advisor in Philanthropy®
:
Applies deep, specialized knowledge and tools to help you articulate and advance your legacy for yourself, your family, and society.
Professional Profile
About me (self-reported)As COO and Director of Financial Planning, I am responsible for both internal operations and formulating financial planning advice for clients. My focus is on working professionals, entrepreneurs, and their families.
Fairfax, VA 22032 My Expertise Philanthropic & Estate Planning Designations Held
CAP®
i
Minimum Assets
$750,000 - $999,999
Minimum Income
less than $50K
Languages Spoken (self-reported)
English
Chartered Advisor in Philanthropy®
:
Applies deep, specialized knowledge and tools to help you articulate and advance your legacy for yourself, your family, and society.