Doug Bauer

Directeur Général chez AllSquare Wealth Management LLC

Profil

Mr. Douglas J.
Bauer is a Principal at AllSquare Wealth Management LLC.
He has over 45 years of professional experience assisting clients throughout Albany, Guilderland, and the greater Capital Region with their financial and life goals.
He 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.
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.
Mr. Bauer 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.
His professional credentials and designations includes Certified Financial Planning Practitioner, Chartered Life Underwriter and Chartered Financial Consultant.

Postes actifs de Doug Bauer

Sociétés	Poste	Début
AllSquare Wealth Management LLC	Directeur Général	01/08/2010

Formation de Doug Bauer

The College for Financial Planning, Inc.	Graduate Degree
State University of New York at Albany	Undergraduate Degree