MEET DOUGLAS R. EAGLE
President/Registered Principal
Doug is the President and Registered Principal of Eagle Retirement Plans, Inc. He is a Registered Investment Advisor through Crown Concorde Investment Services He also holds Series 7, Series 24, Series 63, and Series 65 Securities Licenses, along with a California Life and Health Insurance License.
For nearly two decades, Doug has built a following of loyal clients who rely on his proven expertise to lower their taxable incomes and build their financial resources. He specializes in using retirement plans as a foundation for financial success. With an in-depth understanding of the varied retirement options available, he has guided individual investors and large companies in creating robust retirement plans for themselves and their employees. Using a conservative financial strategy designed to deliver value over the long-term, Doug has established a proven record of performance.
Our Vision
Our gratification is derived from providing meaningful and prudent Holistic Wealth Management services that make a positive contribution in the lives of the individuals we have the privilege of serving.
Principles & Core Values:
Years of experience have prepared us to guide you through your life transitions.This is what our clients can expect to receive from us:
- Integrity
- Knowledge
- Expertise
- Ingenuity
- Prudent Judgement
- Exceptional Service
- Superior Value
