Douglas Boring, CFP®, CKA®
Managing Partner, Senior Wealth Advisor
Wealthtender Community Connect helps people discover the best financial advisors for their individual needs through their favorite blogs and podcasts.
Click Here to Learn More 
Existing customer? Sign in
© 2023 Wealthtender, Inc. All rights reserved.
Great job!
- Add your tagline
- Add your headshot
- 📍Add Your Business Address
- Add your social media
- Sign up for our 💬 Community
- Add your details
Aspire Financial Planning
Douglas Boring, CFP®, CKA®
Roseville, California
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.
---
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
Who We Serve
- Baby Boomers
- Business Owners
- Corporate Executives
- Couples
- Financial Independence Retire Early (FIRE)
- Gen X
- Investors
- Living in Retirement
- Parents
- Real Estate Investors
Thousands of people visit wealthtender.com each month to discover and connect with financial advisors ready to help them enjoy life more with less money stress. To make this service free to you, Wealthtender earns money from advisors who pay to be featured. This creates a natural conflict of interest when we favor their promotion over others. Wealthtender is not a client of these advisors. Learn how we operate with integrity to earn your trust.
What is Sudden Wealth Syndrome? These Financial Advisors Know and Can Help
Looking for a Christian Financial Advisor?
Looking for a Flat Fee Financial Advisor?
Find Your Purpose in Life After Retirement and the Financial Advisors for Retirees who Can Help
Looking for a Subscription-Based Financial Advisor?
Looking for a Financial Advisor in Sacramento, California?
The Wealthtender Guide to
Featured CERTIFIED FINANCIAL PLANNER™ Professionals
Looking for a Biblically Responsible Investing (BRI) Financial Advisor?
The Wealthtender Guide to
Financial Advisors Who Charge an Asset-Based Fee
What is a Certified Kingdom Advisor (CKA)?
The Wealthtender Guide to
Virtual Financial Advisors
We Want Your Voice to be Heard
Wealthtender exists to help people discover the most trusted and authentic professionals and educators in the finance community.
Your honest reviews of the providers featured in our directories help people decide which providers may be best suited to their individual needs.
The majority of people trust reviews as much as personal recommendations, so what you write in your review should reflect your own opinion and experience with the provider.
Tips for Writing a Helpful Review
Be descriptive. Instead of just saying that you like or dislike a provider, share why. What have you enjoyed most or least about your experience with the provider? Have they helped you overcome a difficult financial challenge or strengthened your knowledge about particular money matters? The more details, the better!
Be honest. Your rating and review should reflect your real experience with the provider.
Stay relevant. Help ensure your review is useful to others by avoiding off-topic discussions or personal opinions not relevant to your direct experience with the provider.
Be objective. Try to highlight both positives and negatives in your review, even if your experience skews heavily in one direction.
Make your review easy to read. Reviews should be readable for others. Use proper grammar, avoid excessive capitalization or punctuation, and be sure to check your spelling.
Be yourself. Don’t post as, or pretend to be, someone else, and do not say you’re associated with a person or organization with which you are not.
Be nice. Don’t write abusive, hateful, threatening, or harrassing content. Avoid personal threats, hate speech, obscentities, or inflammatory language.
Respect the privacy of others. Don’t post information that can be used to identity another individual or compromise their privacy.
Report abuse. Thank you for helping us ensure reviews on Wealthtender are useful to everyone. If you suspect possible violations of our guidelines or believe a review is inappropriate, please email support@wealthtender.com with a link to the review in question and reason you believe it violates our guidelines.
Disclaimers
Wealthtender reserves the right to remove a review at any time for any reason. It is at our sole discretion and no one else’s, that we decide when a review is against our guidelines.
The reviews posted on Wealthtender are individual and subjective opinions. The opinions expressed in reviews are those of the reviewer and not of Wealthtender, Inc. We do not endorse any of the opinions expressed by reviewers.
Please refer to the Wealthtender terms of service and privacy policy for additional information.
If you have questions or if we can assist with anything at all, please contact us by email at support@wealthtender.com or call us at (512) 540 – 3811.
Thank you for visiting Wealthtender and giving us the opportunity to serve you.
© 2021 Wealthtender, Inc.
Leave a Reply