Isaiah Douglass

 

Member profile details

Membership level
2. Consultant/Advisor
First name
Isaiah
Middle Name
T
Last name
Douglass
Phone
3177076238
Degree/Designation
MBA, CFP(R)
Country
United States
Professional Organizations
ID Financial Planning & Wealth Management
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Join a Committee/SIG!
  • Communications Committee
  • Opportunities Committee
Title
Founder / Financial Planner & Advisor
Mobile Phone
3177076238
 

Professional Information

Company
ID Financial Planning & Wealth Management
Business Address 1
11218 Black Gold Drive
City
Noblesville
State/Province
Indiana
Zip/Postal Code
46060
Region of Professional Reach
  • Nationwide US
 

Training and Expertise

Expertise
  • Business Coaching/Life Coaching
  • Financial Planning Services
  • Insurance Services
  • Practice Financing
Education (Degree(s)/School(s)/Year(s)
CERTIFIED FINANCIAL PLANNER (TM) Designation | 2016-2018 | Designation earned on 4/11/2018

Master of Business Administration - Concentration on Entrepreneurship and Innovation | Indiana University - Fort Wayne | 2013-2015

Bachelor's Degree - Business Management | Indiana University - Fort Wayne | 2010-2012
Professional Organization Affiliations
National Association of Personal Financal Advisors (NAPFA)

Fee-Only Network

Financial Planning Association (FPA)

CERTIFIED FINANCIAL PLANNER (TM) Professional
Current Professional Activity
Working on partnering with IVMA, CIVMA, and Purdue University on educational speaking engagements and sponsorships.
Tenure in Vet Industry
0-5 Years
Weblink(s) to Video Materials
 

Speakers Bureau

Include in Speakers Bureau
  • Yes
Presentation Topics
-Student Loans: A generation's burden
-How to select a financial advisor
-Retirement Plans: How to choose the plan for your business
-Why budgeting and cash flow management matter
-Behavioral Finance: The key to results in investing
-Insurance: What veterinarians need
Speaking Expertise
  • Banking/Financial Services
  • Financial Planning Services
  • Insurance
Signature
Isaiah Douglass
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