Douglas Bauer has over 45 years of professional experience assisting clients throughout Albany, Guilderland, and the greater Capital Region with their financial and life goals.
Doug’s underlying business philosophy is simple:
“In serving my clients, I shall recommend the course of action which I would apply to myself in the same situation.”
It is this approach to life and business that has earned the trust and loyalty of his clients for decades. Doug 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.
Doug 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. Doug’s professional credentials and designations include:
- Certified Financial PlanningTM Practitioner
- Chartered Life Underwriter (CLU)
- Chartered Financial Consultant (ChFC)
Doug is a 45-year resident of the Capital District Region. 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.