Our Qualifications

Doug Oliver is an experienced financial educator and specializes in financial, retirement and investment planning. He has assisted hundreds of people on an on-going basis for almost twenty-five years. Mr. Oliver has advised people from employers such as SBC Communications, IBM, Chevron, OSU, OPUBCO, and OG&E, as well as many individuals and small business owners. Doug has developed a specialty in working with retirees and those about to retire who want to preserve their principal and to help ensure that their money lasts. His advice focuses on helping pre-retirees and retirees avoid the most common financial mistakes. Mr. Oliver is a graduate of Oklahoma State University, a Certified Financial Planner, a Chartered Retirement Plans Specialist and an Investment Advisor Representative. These degrees and certifications have required extensive study and numerous rigorous exams. Doug lives with his wife Karen, an accountant, in northwest Oklahoma City.