Doug Custer, CFP®
For over 25 years, Doug has helped many families and organizations with their financial planning and investment management needs. Much of his practice includes working with professional practitioners and business owners. In addition to investment management, his areas of focus include retirement and estate planning as well as helping clients explore and implement planned giving strategies.
Before joining ABFS, now Viridian, in 2011, Doug worked as a Financial Consultant with Charles Schwab for 15 years. Prior to his career in finance, he worked for several years in the fine wine industry and served in the U.S. Army. In addition to holding a Bachelor of Science Degree in Finance from University of Maryland University College, he holds the Certified Financial Planner™ designation. Seattle Magazine named him a “Five Star Wealth Manager, Best in Client Satisfaction” in 2015, 2016, 2017, 2018, and 2019. Doug is currently studying for the Chartered Advisor in Philanthropy, CAP™ designation.