Charles Douglas Dyer JR - Retirement Planners of America

Charles Douglas Dyer Jr.

Professional and Community Activities

Member, Certified Financial Planner Board of Standards, Inc
Past Member, Financial Planning Association
Past Member, New York Life Million Dollar Round Table
Past member, Dallas Estate Planning Council

Family

Doug is married to Roberta, and they live in Fairview, Texas. They have three children and three grandchildren. He enjoys spending time with his family, cooking, hunting, and boating. The most important things in his life are his spiritual life, family, and clients.

Business Philosophy

Doug feels a personal responsibility to make sure his clients are well served with superior service and advice. As their Financial Advisor, he very much values the long-term relationships he has with his clients. The main goal he has for every client is that their money lasts longer than they do. After all our goal is to not make you rich but to help you from becoming poor. He is always keeping up to date on current economic and market situations so he may advise his clients the necessary actions he feels need to be taken. His main goal of course is to help protect his clients from Bear Markets because he believes that is one of the biggest risks that face them.

Education

B.A. Economics and Finance, University of Texas at Dallas, Cum Laude – 1984
Certified Financial Planner, CFP®
Chartered Retirement Planning Counselor

Business Experience

2011 to Present – Senior Advisor, Retirement Planners of America
2009 – 2010 Financial Advisor Cambridge Investment Research Advisors. Inc.
2002 to 2009 – Financial Advisor with Eagle Strategies LLC
1996 to 2002 – Registered Representative with NYLIFE Securities LLC

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RPOA Advisors, Inc. (d/b/a Retirement Planners of America ) (“Retirement Planners of America”, “RPOA”) is an SEC registered investment adviser with a primary business location in Plano, Texas. Registration as an investment adviser is not an endorsement by securities regulators and does not imply that Retirement Planners of America has attained a certain level of skill, training, or ability. The “Invest and Protect Strategy” (the “Strategy”) refers to a strategy that Retirement Planners of America fundamentally employs for its clients. Retirement Planners of America previously employed a similar strategy that it referred to as the “buy, hold, and sell” strategy or “buy hold, and protect” strategy. Past performance does not guarantee future results. 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