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Business Observer Monday, Jan. 18, 2021 10 months ago

Financial services CEO takes helm of national group

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Douglas King has been in financial planning for 35 years.

FORT MYERS — Southwest Florida financial services executive Douglas King has  assumed the role of chairman of the Certified Financial Planner Board of Standards — a national organization that’s the leading professional body for personal financial planners nationwide.

King was elected by his board peers in 2019 to serve as 2020 chairman-elect, according to a statement, and on Jan. 1 he began serving in his new chairman role. In this position, King takes the helm of the professional body that certifies more than 88,000 financial planning professionals across the country.

“We have a clear agenda for the coming year, including completing an organizational strategic refresh, expanding the number and diversity of CFP professionals and clients, and developing an effective, efficient and credible enforcement plan for the Code of Ethics and Standards of Professional Conduct,” King says in the release. “I look forward to working with my board colleagues to address these important issues, all of which ultimately benefit the public.”

King has a 35-year career as a CFP professional and as an executive at several firms. As the current president and CEO of Fort Myers-based Oakwood Capital Advisors LLC, King leads a team of financial advisors who work with high-net-worth individuals and small business owners, offering financial planning services focused on retirement planning, investment portfolio management, insurance and risk management, social security optimization strategies, tax management and business consulting services. King is also the owner of Gardner Advisors Inc., a Registered Investment Adviser firm, and Gardner Financial Services Inc., an independent broker-dealer.

Prior to founding Oakwood Capital Advisors, King held senior-level executive positions at Merrill Lynch, Bank of America and Cetera Financial Group. He’s also led Registered Investment Advisory firms and an insurance marketing organization.

“A committed advocate for CFP certification, Doug is a recognized and respected leader in the financial planning profession,” says CFP Board CEO Kevin Keller. “He has been an active, engaged and dedicated leader on our board, and I look forward to working with him as he leads our board throughout the year.”

 

 

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