Douglas Tees

Back to Results

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.

1% Match i

Even when all match criteria are met, the result may not be a 100% match if more exact matches exist.

0 of 0 Key Matches

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.

Office Location 4307 Branch View Way

Fairfax, VA 22032

View on Google Maps

My Expertise Philanthropic & Estate Planning Designations Held

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.

Minimum Assets $750,000 - $999,999 Minimum Income less than $50K Languages Spoken (self-reported) English

Contact Douglas

Send Douglas a Direct Message

First Name

Last Name

Phone

Additional Comments

I agree to the terms of use.

Is this you? Update your profile.

Disclosures

‘Your Advisor Guide’ information about professionals on this site is a resource presented to help you understand the educational qualifications and background of our designee holders and to verify designations and educational requirements. It also serves as a resource for professionals to self-report and showcase their credentials and expertise. It is not a recommendation to engage their services.

The American College of Financial Services (“The College”) is not responsible for and cannot verify information from sources other than The College. The accuracy and completeness of the information in ‘Your Advisor Guide’ or on this website is only as reliable as the information that is self-reported to The College. The content on this website is provided for informational purposes only.

What The College verifies when you use ‘Your Advisor Guide’:

• The professional is a College designee holder in good standing
• The professional listed as a College designee holder has met the educational requirements for the designation listed, including successfully passing individual courses and/or exams to provide knowledge retention and understanding
• The professional is up to date on current College designation continuing education

Please be aware that The College does not:

• Verify the accuracy or completeness of information self-reported by the professional
• Endorse or recommend any specific professional or firm
• Guarantee the suitability of any professional or firm for your specific financial needs
• Verify any past regulatory, criminal, or disciplinary actions on a professional’s record or on a firm. A FINRA BrokerCheck link is prominently displayed below a professional’s contact information. You can thoroughly search an advisor’s regulatory history on that site.

Users of The College’s ‘Your Advisor Guide’ are solely responsible for:

• Independently verifying the credentials and qualifications of any professional or firm listed
• Conducting their own due diligence and their decisions relating to the selection of a specific professional or firm

Back to Results