About Doug
Doug Bonaquist is a Partner at Cerity Partners, where he helps prospective clients thoughtfully evaluate and select the services and financial counselors best suited to meet their needs. With more than 30 years of experience in the financial services industry, Doug brings a deep understanding of wea...
Areas of focus
Credentials & background
Designations
CFPCFACPA
Licenses
Series 66Series 63SIESeries 7
Clients served
Business OwnersCorporate ExecutivesHigh Net Worth IndividualsUltra High Net Worth IndividualsRetireesInheritors
Registered in
New York, Texas
Regulatory
The firm
Cerity Partners