Douglas Boring, CFP®, CKA®
Managing Partner, Senior Wealth Advisor
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Aspire Financial Planning
Douglas Boring, CFP®, CKA®
Roseville, CA
2241 Douglas Blvd., Ste. 250 | 95661
Managing Partner, Senior Wealth Advisor
Areas of Focus
- Education Funding
- Estate Planning
- Financial Life Planning
- Investment Management
- Retirement Planning
About Me
Douglas Boring is the Managing Partner, Senior Wealth Advisor of Aspire Financial Planning. He dedicates himself to helping people create and preserve wealth. A financial professional since 1995, Doug’s education includes a Bachelor’s degree from the University of California at Berkeley where he played rugby for a Cal team that won the National Championship. He has earned the designation of CERTIFIED FINANCIAL PLANNER™ which required advanced coursework in taxes, retirement planning, estate planning, investments, risk management, and other financial planning issues.Doug has a diverse background in the industry which includes trading, technical analysis, derivatives, and quantitative algorithms. His wide-ranging understanding of the financial markets has allowed him to approach financial risk management with an independent perspective.
Doug has been married to his wife, Judy, for 35 years and they have 5 adult children. When not in the office Doug enjoys cross-training, swimming, target shooting, barbequing, and various leadership responsibilities through Bayside Church.
Professional Designations
- CERTIFIED FINANCIAL PLANNER™ Professional
- Certified Kingdom Advisor (CKA)
Affiliations
- CFP Board
Primary Location
2241 Douglas Blvd, Roseville, CA 95661, USA
Meeting Options
- Video Conference
- In-Person
- Phone
Compensation Methods
- Hourly Rate
- Percentage of Assets Managed
What to expect in the first meeting
Click the 'Book Intro Call' button above and submit the contact form to schedule a free introductory call. In 15 minutes we can get to know you – your situation, goals, and needs.Offers Investment Management
Yes
About our Firm
Why Aspire Financial Planning?✅ We will make sure you’re educated on your investments and how we manage your money – as much or as little information as you’d like.
✅ We make the complex simple. As your trusted advisor, we’re focused on adding convenience and simplicity to your life. Whether you’re investing hundreds or millions, at Aspire Financial we’re about much more than results – we’re about helping you understand where those results came from and why we chose the strategy we did. If you’re tired of the mystery of investing and want to know exactly what’s happening with your money, schedule an appointment today.
✅ Accountability. We are here to help you keep what’s best for you and your family in mind at all times. If you’re spending too much or not saving enough to stay on track for your goals, we will make sure you know it – and we’ll make sure it gets set right.
✅ Coaching. We’re here to coach you through anything and everything. We’re not just a financial advisor. Looking toward a change in profession? We’re here to help. Just went through a divorce? Let’s talk about what’s next. Wondering where you should live in retirement? We’ll give you a neutral opinion – and we probably have a few ideas of our own. Most advisors only care about the table stakes of investments and managing money. While these are important factors, we’re also interested in helping you plan all the key areas of your financial life.
✅ Advocacy. We've been there before, and we can help you take the steps you need to pursue your goals. At Aspire Financial, we don’t just take you from one item to the next – we identify and communicate what should take priority when and guide you each step of the way. In other words, we don’t just create a roadmap – we’ll help you get there.
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Investment advisory services offered through CWM, LLC, an SEC Registered Investment Advisor. Carson Partners, a division of CWM, LLC, is a nationwide partnership of advisors.
Reviews received on this profile may or may not be from a verified client, and as such may or may not reflect real-life experiences of individuals who used the services of Doug Boring or CWM, LLC. Individual results vary, and CWM, LLC does not claim, nor should the reader assume, that any individual experiences recounted are representative of what anyone using our services may experience. Third party posts found on this profile do not reflect the views of CWM, LLC and have not been reviewed by CWM, LLC as to accuracy or completeness.
Education
University of California, Berkeley, B.A., Social Science
Badges
Hobbies and Interests
- Church
- Eating Out
- Exercising
- Football
- Grilling
- Reading
- Sports
- Swimming
- Wine
- Working Out
SEC Lookup
View DisclosureWho We Serve
- Baby Boomers
- Business Owners
- Corporate Executives
- Couples
- Financial Independence Retire Early (FIRE)
- Gen X
- Investors
- Living in Retirement
- Parents
- Real Estate Investors
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