Paul Doak, CFP®
YOUR life based Financial Planner
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I.D. Financial, LLC
Paul Doak, CFP® He/Him
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Advisor
Bothell, WA
Serving Clients Nationwide
YOUR life based Financial Planner
Areas of Focus
- Budgeting
- Divorce Financial Planning
- Family and Money
- Financial Life Planning
- Investment Management
- Retirement Planning
- Taxes
- Women & Wealth
About Me
Hi, I'm Paul Doak.When in High School, my Dad was being forced out of a corporate job after over 20 years and didn't have many options- so he bought a laundromat -mortgaged the house to the hilt and came to me for the earnest money. That laundromat provided for my parents and made a difference in their retirement.
That is why over the past 25 years I have dedicated my life to helping clients overcome their biggest financial challenges.
Every client relationship is based on listening to understand your needs and concerns, and simplifying the complex. With a focus on your goals and concerns.
My mission is to guide my clients to financial freedom so they can live out their deepest passions and accomplish their dreams.
More about me:
-married for over 16 years to Amy who is an RN💍
- ❤️ Father of an awesome autistic son.
(My wife and I help other families advocate for their child via IEPs and DDA)
-Active with my son's Scout Troop 478
-⛷️Enjoy Skiing with my family at Stevens Pass and other places
- Cooking with my family
-Will get into Crabbing and Fishing along the Puget Sound
- Reading most anything- esp Historical Fiction.
🇫🇮 am a fan of FINLAND (Soumi)🇫🇮
Professional Designations
- CERTIFIED FINANCIAL PLANNER™ Professional
- Life Underwriter Training Council Fellow (LUTCF)
Affiliations
- CFP Board
Primary Location
18208 28th Drive South East Bothell, WA 98012
Video
Meeting Options
- Video Conference
- In-Person
- Phone
Compensation Methods
- Fee Only
- Flat Fee
- Percentage of Assets Managed
What to expect in the first meeting
Click the 'Book Intro Call' button above to schedule a free introductory call. We'll get to know each other and I'll listen to understand your unique circumstances so we can determine the best way to proceed. I look forward to speaking with you.Offers Investment Management
Yes
About our Firm
Nice people need only apply.As we work together over the long term on Your financial- concerns through a holistic and scientific driven process that strives to capture in planning who the client is and what they are wanting to accomplish.
This is done through an educational and collaborative approach with you, the client, without jargon that is meaningless to most people.
We focus on who YOU are today and where you want to go. What is in the past is a learning experience for the future.
Areas of Focus:
✅ Goals-driven investing: goals-connected, risk-managed, cost-effective
✅ Creating lifestyle-based Wealthcare plans that balance living well today while being prepared for an uncertain tomorrow
✅ Implementing tax efficiencies and cost efficient model portfolios
✅ Delivering new advice based on changing investment valuations or client goals
✅ Special needs: A team approach with your other professionals adds perspective to all we do and provides increased benefits to our clients.
✅ Women: Years of experience have prepared us to guide you through your life transitions.
Care. Honesty. Integrity. We believe values matter, and we live by ours every day.
Education
University of Southern Maine with a Bachelors in Political Science and a minor in Economics.
Badges
Hobbies and Interests
- Cooking
- Cycling
- Family
- Reading
- Skiing
SEC Lookup
View DisclosureWho We Serve
- Baby Boomers
- Corporate Executives
- Dual Income Family
- Gen X
- Special Needs
To make Wealthtender free for readers, we earn a nominal monthly fee from financial advisors and firms in exchange for providing access to the benefits described here (including being featured on this profile page), subject to these terms. This compensation creates a natural conflict of interest when we favor their promotion over others. Wealthtender is not a client of these advisors or firms. Testimonials may not be representative of other clients’ experiences and do not guarantee future performance or success.
Write a Review
By clicking submit, you acknowledge this review is based on your own experience and reflects your genuine opinion. You also agree to our review policy, privacy policy, and terms and conditions, and give this financial advisor permission to publicly display your review on their website.
Outstanding Financial Planner and Advisor
✅ Wealthtender Certified Advisor Review™
May 6, 2023
We’re do I start the 20 some years that Paul has been working with me on my financial health has been awesome he has weathered the ups and downs of the market with me. He has watched out for my needs for the future and helped me set up a fund for my granddaughter for college. He advise me in settings up my portfolio after my husband died he had the patience with me to make sure I had it set up for my future. He helped a friend with retirement questions she was so impressed with his knowledge that she wanted him to set up a financial planner for her and her husband. We all just feel lucky to have home working for us.
◼ Relationship to Financial Advisor:Current Client
◼ Compensation:This reviewer received no compensation for this review.
◼ Conflicts of Interest:There are no material conflicts of interest.
Outstanding Financial Advisor
✅ Wealthtender Certified Advisor Review™
May 3, 2023
Paul is an experienced financial professional that takes a proactive and holistic approach to managing our investments. He is always calm and reassuring, and he invokes our confidence and trust while working with us to develop a strategy to meet our investment goals. He keeps his clients informed of market conditions, changes, and potential impacts, and is always available for additional questions on short notice. I would most strongly recommend Paul to my colleagues and family members. He listens well, and communicates in terms are easily understood.
◼ Relationship to Financial Advisor:Current Client
◼ Compensation:This reviewer received no compensation for this review.
◼ Conflicts of Interest:There are no material conflicts of interest.
Incredible
✅ Wealthtender Certified Advisor Review™
April 23, 2023
Paul has done such a wonderful job for us. He answers phone promptly when I need to make some changes.
◼ Relationship to Financial Advisor:Current Client
◼ Compensation:This reviewer received no compensation for this review.
◼ Conflicts of Interest:There are no material conflicts of interest.
Paul Doak financial advisor
✅ Wealthtender Certified Advisor Review™
April 23, 2023
Paul Doak has taken very good care of my investments as well as my family to help us meet our goals for a comfortable retirement. He keeps us abreast of the markets and works with us to stay on track. Paul has a very good knowledge of the markets and explains conditions so together we can make intelligent changes in our portfolio to improve our positions to quickly recover down turns in markets. He listens to our concerns and helps us understand situations so we make good decisions to help our money grow. Paul is always available to discuss things and gives us sound advice.
◼ Relationship to Financial Advisor:Current Client
◼ Compensation:This reviewer received no compensation for this review.
◼ Conflicts of Interest:There are no material conflicts of interest.
Five Stars
✅ Wealthtender Certified Advisor Review™
April 21, 2023
We have been extremely pleased with the service Paul is providing us. He has been very patient and helpful with explaining everything. He has managed our account to the fullest.
◼ Relationship to Financial Advisor:Current Client
◼ Compensation:This reviewer received no compensation for this review.
◼ Conflicts of Interest:There are no material conflicts of interest.
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