Broker Check


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 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 (CA Insurance Lic. #0C90885).

For over twenty years, Doug has built a following of loyal clients who called upon his experience to lower their taxable incomes and build their financial resources. He specializes in using retirement plans as a foundation to build their financial net worth. 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. 

Eagle Retirement Plans’ has built an individual client base that consists of friends, family, referrals, and their generational circles. Doug is grateful to serve as a trusted referral from an existing client who knows he will provide outstanding help and guidance. The group plan client base consists of businesses, non-profit organizations, and many from the faith-based community, as well as referrals from both.

Prior to founding Eagle Retirement Plans, Doug was a Police Officer for the San Diego Police Department. Their motto, "to protect and serve,” is in Doug’s DNA. Doug has built Eagle Retirement Plans on teamwork, tenacity, investigation, and initiative.

His mission is to protect and serve both group and individual clients from poorly designed plans, poor investment choices, lack of attention to market conditions, misunderstandings of government regulations, and high fees. Doug provides personalized service and demonstrates genuine care and concern for his clients’ financial future. He brings exceptional experience and counsel to coordinating and simplifying your investments. Doug firmly believes that each client is unique and utilizes an individualized approach in his financial planning services.

Doug is personable and attentive to each client’s needs. It is these attributes that make him a well-respected Financial Advisor among his colleagues. He is a tenacious advocate and tackles financial opportunities with determined resolve.