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Douglas M. Bartol

Professional and Community Activities

  • Certified Financial Planner Board of Standards, Inc – Member
  • Financial Planning Association – Member
  • Behind the Walls Ministry-Board Member
  • Finance Committee HGBC – Past Chairman
  • Habitat for Humanity – Volunteer
  • Dallas Estate Planning Council – Past Member
  • Million Dollar Round Table at New York Life – Past Member


Doug and Susan married in 1994, live in Plano, Texas and have two children. Doug enjoys golf, biking, exercising, and spending time with his family.

Business Philosophy

Doug takes great pride and satisfaction in helping his clients endeavor to achieve their financial goals and objectives. As their Financial Advisor, he especially appreciates the ongoing relationships he shares with each client and hearing updates on their lives. He strives to provide outstanding service to all of his clients each and every day. “It’s very satisfying to get to know each client personally and to help them navigate financially in an effort to reach their goals.”


  • B. S. Business, Indiana University – 1986 – Top 10 Business School (US NEW & World Report 2018)
  • CFP®, Certified Financial Planner – 2000
  • ChFC, Chartered Financial Consultant – 1998
  • CLU, Chartered Life Underwriter – 1997
  • CRPC – 2019

Business Experience

  • 2011 – Present – Senior Advisor, Retirement Planners of America
  • 2009 – 2010 Financial Advisor Cambridge Investment Research Advisors. Inc.
  • 1996 – 2009 – Financial Advisor with Eagle Strategies LLC