Executive Financial Counseling

Executive Financial Counseling: Good For You and Your Company

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Meet the Author

Doug Bonaquist

Client Advisory

Doug is a Partner and the Head of Corporate Business Development. He is responsible for developing corporate client relationships and assisting companies in designing Financial Wellness solutions for their leadership teams and broader workforce. Prior to joining Cerity Partners, Doug was an Executive Director at UBS Financial Services where he held several positions, including Head […] ...

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James Izard II

Partner

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Curious about learning more? Let’s talk.

Tell us about yourself and your current financial situation without cost or obligation. Receive an introduction to a wealth management colleague, have a personal conversation, and get your questions answered.

By clicking “Submit”, you acknowledge that we collect your name, email address and phone number to respond to your inquiries and provide you information about our products and services in accordance with our Privacy Policy. If you are a California resident, please see our CCPA Notice to California Residents.