With over 22 years of experience, Doug Frazier knows that a thoughtful approach to working with families is essential for a successful financial planning relationship. He also understands that communication is critical, and he takes care to focus on holistic planning for each client’s needs. After all, every situation is unique, and there is no room for a cookie-cutter method when providing financial advisory services. Whether helping clients work toward a comfortable retirement or craft their estate plans to care for the people and organizations that matter most, Doug has the knowledge, skills, and ability to design and implement diversified investment portfolios. Doug has worked through
Douglas Frazier
LPL Financial Advisor
Pence Wealth Management
United States, California, Newport Beach
About Me
Profile Information
LPL Financial Advisor
Pence Wealth Management
Investment Team
Investor
RIA/Wealth Manager/Asset Manager
Newport Beach
California
United States
Feb 12, 2025
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