Douglas W. Aumont, CFP®

Douglas W. Aumont, CFP®

Vice President - Chief Planning Officer

I’m an avid learner and I find the highest fulfillment when I’m able to share new ideas, strategies, and perspective with those who have placed their trust in our firm’s financial stewardship. As your trusted financial advisor, I see it as a privilege to work for you. I have the responsibility to act with integrity, transparency, authenticity, empathy, and with a forward-thinking, rational mindset as together we seek to support you in living the life of your dreams.

I have experience working with both public and private investments including traditional securities like stock/ETFs/mutual funds/bonds as well as non-traded real estate investments for both accredited and non-accredited investors. I also have researched cryptocurrency and I can provide education (but no recommendations) regarding different protocols like Bitcoin, Ethereum, etc.

FAVORITE RESTAURANT

Any Tapas restaurant—I love sampling different dishes!

FAVORITE BOOK

Attached: The New Science of Adult Attachment

FAVORITE HOBBY

Golf—Forever learning!

WHAT EXCITES ME MOST ABOUT THE FUTURE OF FINANCIAL PLANNING?

I’m deeply interested in the intersection of human psychology and money. Over the next few years I see the art and science of financial planning becoming more tightly integrated. The way we think about money. Feel about money. Talk about money. These are all influenced by our attachment styles. Everyone has an attachment style and I’m curious to learn more about how attachment styles affect the way we think about money.

My desire to learn more about this topic started with my own self-development. My personal journey opened my eyes to the science of adult attachment theory which led me to embrace vulnerability as a strength. I’m now engaged and looking forward to starting a new chapter of life full of openness, transparency, and empathy as a blended family of 6.