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Douglas Frazier

LPL Financial Advisor

Pence Wealth Management

United States, California, Newport Beach

About Me

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

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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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