Douglas Timmerman, CFP^®, RICP^®, CEPA^®

Designations and licenses

Doug is a CERTIFIED FINANCIAL PLANNER® professional, Retirement Income Certified Professional® and has a Certified Exit Planning Advisor credential.

Experience and education

Doug works as part of a team to provide comprehensive wealth management solutions to business owners, executives and families.

Prior to joining Mariner, Doug was a financial advisor at WestPac Wealth Partners and AXA Advisors.

Doug holds a bachelor’s degree in finance and economics from the University of Kentucky.

Personal interests

Doug enjoys golfing, hiking, camping and competing in triathlons. He is a die-hard Ohio State Buckeyes football fan and University of Kentucky basketball fan.

Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP^®, CERTIFIED FINANCIAL PLANNER^®, and CFP^® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization’s initial and ongoing certification requirements to use the certification marks.