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Doug Custer, CFP®
Director – Wealth Management
My specialty is providing comprehensive financial planning and investment management services for professional practitioners and business owners. Such planning often entails that a client’s practice or business plan is in alignment with their long-term personal financial goals. In addition to investment management, areas of focus include retirement and estate planning as well as risk management.
My colleagues and I often collaborate with a client’s CPA and/ or estate planning attorney to help ensure that their plan takes into account their complete financial picture. I’ve established several such collaborative relationships with area professionals (CPAs, attorneys, actuaries, practice valuation experts, pension plan administrators and insurance agents), should clients need to enlist their help and expertise.
Prior to joining ABFS in 2011, I worked as a Financial Consultant and Vice President with Charles Schwab for 15 years. Prior to embarking on my career in finance, I worked for several years in the fine wine industry and served in the US Army.
In addition to holding a Bachelor of Science Degree in Finance from University of Maryland University College, I am a Certified Financial Planner® practitioner.
I currently serve on the boards of the Puget Sound Christian Clinic and the Alpine Educational Foundation. In the past, I’ve served as a volunteer at New Horizons, a Seattle based ministry that reaches out to street youth. In my spare time, I enjoy reading classical literature and studying the Russian and Spanish languages. I’m also an avid soccer fan and outdoors enthusiast who enjoys hiking, running, snowshoeing, cycling and kayaking.
My wife and I live in Lake Forest Park, Washington with our energetic golden retriever.