Paul Doak, CFP®
YOUR life based Financial Planner
Wealthtender Community Connect helps people discover the best financial advisors for their individual needs through their favorite blogs and podcasts.
Click Here to Learn MoreYOUR life based Financial Planner
Wealthtender Community Connect helps people discover the best financial advisors for their individual needs through their favorite blogs and podcasts.
Click Here to Learn MoreServing Clients Nationwide
YOUR life based Financial Planner
18208 28th Drive South East Bothell, WA 98012
Yes
University of Southern Maine with a Bachelors in Political Science and a minor in Economics.
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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.
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.
Paul has done such a wonderful job for us. He answers phone promptly when I need to make some changes.
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.
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.
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