Doug Macdonald, CFP®, CPFA®
Wealth Advisor
HUB Retirement and Wealth Management
Background
Doug Macdonald is a dedicated wealth manager with a remarkable ability to listen to individuals and effectively communicate understandable financial strategies tailored to their unique needs. With a profound passion for helping individuals and families strive to feel secure and confident, Doug finds immense satisfaction in assisting them in pursuing their financial goals and working towards ensuring a brighter future.
Doug’s journey into the world of financial planning began when he took his first “Intro Personal Financial Planning” class, revealing his true calling. In 2018, he joined HUB Retirement and Wealth Management, where he continues to excel in his role.
In the ever-evolving financial landscape, Doug recognizes that building wealth is primarily about behavior rather than income levels. He emphasizes to his clients that a solid financial plan is a result of time, discipline, and hard work.
Beyond his professional life, Doug is a Pacific Northwest native and a fervent sports enthusiast, having played football, basketball, and baseball in high school. He is a dedicated Seattle Seahawks fan, and has a love for outdoor activities, which he often enjoys with his wife.
Areas of Focus
- Wealth Management
- Financial Planning
- Investment Advisory
- Tax and Estate Planning Strategies
- Employer-Sponsored Retirement Plans
- Fiduciary Assistance
- Employee Financial Wellness
- Financial Education
- Executive Financial Planning
- Employee Financial Education
- Executive Benefit Consulting