Douglas Bermudez

Managing Director

Douglas Bermudez and his dedicated team specialize in fostering enduring relationships with organizations and professionals while delivering highly personalized financial services. Their mission centers on providing invaluable financial guidance to organizations, emphasizing the achievement of retirement plan success. This encompasses assisting with plan design and administration, managing fiduciary responsibilities, and ensuring employee retirement readiness. Douglas and his team are committed to offering comprehensive wealth management advice, which revolves around the four key disciplines: building, managing, preserving, and transitioning wealth. Beyond his professional pursuits, Douglas enjoys an active lifestyle alongside his wife, Nuria, and three children. They participate in local kickboxing classes and train together for the annual Tour de Cure bike ride in Long Beach. Additionally, Douglas is an avid golfer and an involved parent who dedicates his time to volunteering at his daughters' school. His multifaceted approach to life extends to his role as a registered representative with LPL Financial, offering a holistic perspective on financial well-being and active community engagement.

Talks About
#401k #403b #fintech #personalfinance #retirementplans

Preferred Locations
#Northamerica