Doug Clevenger | CPA, CFP®, CCIFP®
Doug received a Bachelor of Science degree in business with an emphasis in accounting from San Diego State University in 1978, graduating with Highest Honors and Distinction. He has 25 years of experience as a CPA, offering tax-sensitive financial planning to individuals and businesses. He began his accounting career with the San Diego office of KPMG, and later with San Diego local CPA firms before joining Coradino, Hickey and Hanson (CHH) in 2004. At the time of the CHH merger in 2005 with Robert R. Redwitz & Co., an Accounting and Consulting Corporation, Doug was a Senior Manager specializing in sophisticated tax planning and accounting for construction contractors, manufacturers and their owners.
In 2002, Doug obtained his Series 7 and 66 Securities licenses. In 2003, he became a CERTIFIED FINANCIAL PLANNER™ Practitioner. From 2002 through 2005, Doug established and maintained his own independent Registered Investment Advisor entity in order to expand his offering of comprehensive financial planning services to businesses and individuals.
Doug is a member of the American Institute of Certified Public Accountants (AICPA), the California Society of Certified Public Accountants (CalCPA), the Construction Financial Management Association (CFMA) and the Financial Planning Association (FPA). Doug is a registered representative offering securities through 1st Global Capital Corp., Member FINRA/SIPC and is an Investment Advisor Representative with 1st Global Advisors, Inc. He is also a licensed Life Agent in California offering life, health, accident and variable contracts. CA Insurance #0D70669.
Dane Brockman | CFP®
Dane is the Director of Financial Services for Redwitz Wealth Management Group. He works directly with high net worth individuals in the areas of tax and investment planning, portfolio construction, retirement planning, estate planning and wealth preservation. Prior to joining Redwitz Wealth Management Group, Dane served as a Senior Financial Advisor with Union Bank's Investment Services division where he specialized in creating and managing conservative investment portfolios for clients. Dane believes in guiding clients through the financial planning process to best determine how and where investments should be allocated, all the while keeping taxes at the forefront of all investment decisions.
He received his Bachelor's Degree from San Diego State University prior to completing the Financial Planning Certificate program with New York University and meeting the rigorous criteria to become a Certified Financial Planner™ professional. He has passed the FINRA Series 7 and Series 66 securities exams and holds the CA life insurance license. He is a registered representative offering securities through 1st Global Capital Corp. (Member FINRA/SIPC) and an Investment Adviser Representative with 1st Global Advisors, Inc. CA Insurance #0H12686.
Certified Financial Planner Board of Standards, Inc. owns the certification marks CFP®,
CERTIFIED FINANCIAL PLANNER™, CFP® (with plaque design) and CFP® (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.