CEO of Financial Services Takes National Group Head | Business Observer
FORT MYERS – Southwest Florida Chief Financial Officer Douglas King has assumed the role of Chairman of the Certified Financial Planner Board of Standards – a national organization that is the premier professional body for personal financial planners at the nationwide.
King was elected by his peers to the board of directors in 2019 to serve as president-elect in 2020, according to a statement, and on January 1 he began to assume his new role as president. In this role, King heads the professional body that certifies more than 88,000 financial planning professionals across the country.
âWe have a clear agenda for the coming year, including completing a strategic organizational update, increasing the number and diversity of CFP professionals and clients, and developing ‘an effective, efficient and credible enforcement plan for the code of ethics and standards of professional conduct, “King said in the release.” I look forward to working with my fellow board members to resolve these important issues , all of which will ultimately benefit the public. â
King has a 35-year career as a CFP professional and as an executive in several companies. As the current President and CEO of Fort Myers-based Oakwood Capital Advisors LLC, King leads a team of financial advisors who work with high net worth individuals and small business owners, providing focused financial planning services. on retirement planning, investment portfolio management, insurance and risk management, social security optimization strategies, tax management and business advisory services. King also owns Gardner Advisors Inc., a registered investment advisory firm, and Gardner Financial Services Inc., an independent brokerage.
Prior to founding Oakwood Capital Advisors, King held executive positions at Merrill Lynch, Bank of America and Cetera Financial Group. He has also managed registered investment advisory firms and an insurance marketing organization.
âA committed advocate for CFP certification, Doug is a recognized and respected leader in the financial planning profession,â said Kevin Keller, CEO of the CFP Board of Directors. âHe has been an active, engaged and dedicated leader on our board, and I look forward to working with him as he leads our board throughout the year.