Doug Birch MBA, RICP®, CFP®

Financial Advisor

Doug has been providing financial planning services as a member of the Retirement Security team since 2005. He is particularly interested in helping clients in the ten years before and after retirement, when people are most prone to mistakes.  He also carefully monitors changes in tax laws, always looking for opportunities to reduce his clients’ tax liability.

In his spare time, Doug enjoys tennis, cycling, and going to concerts.  He has been married to his wife Jennifer for over 30 years and has two grown daughters.  

Doug Birch is licensed to discuss with and/or offer financial services to residents of AZ, CA, ID, OR and WA.