Our Team

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.

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.