Douglas Bean, CFP®

Biography

Douglas is an advisor and partner at Private Advisory with more than two decades of experience in the financial-services industry. Since joining the firm in 2013, he has helped individuals, families, and business owners connect investment management with comprehensive financial planning. As a CFP® professional, Douglas approaches each relationship by first understanding the client's full financial picture, then helping translate long-term priorities into a clear and practical strategy. He has passed the Series 66 examination and advises clients across Washington, Utah, and Texas.