Having been an investment advisor since 1992, Doug Perry’s goal is to help guide his clients to pursue their financial goals by building financial security and peace of mind. His steady hand of guidance has steered clients through some of the most volatile markets in history by specializing in portfolio diversification through active/tactical management and other non-correlated investments. Doug takes a personalized approach to investment advising based on a broad knowledge of investment opportunities and a passion for educating and helping clients.
Doug earned his CRPC® (Chartered Retirement Planning Counselor) designation from the College for Financial Planning. He holds securities registrations Series 6, 7, 26, 63 and 65, Annuity License, and Life & Health license. Doug offers investment advisory services through Cascadia Advisory Services, LLC. Brokerage services are offered through Cetera Advisors LLC, member FINRA/SIPC. Cascadia Advisory Services, LLC and Cascadia Wealth Management are not associated with Cetera Advisors LLC.
Doug lives in Wilsonville Oregon, with his wife Julie. He enjoys spending his time outside on the golf course and with his family. He and Julie are proud parents of three lovely ladies who have all recently married and made them grandparents of six beautiful grandchildren.