Douglas English (CFP®)
Douglas English focuses in the
following client markets or areas of practice:
- Business Owners
- Corporate Executives
- Fixed Fee (Subscription, Retainer, etc.)
- High Net Worth Client Needs
- Investment Advice with Ongoing Management
- Investment Advice without Ongoing Management
- Business Owners
- Corporate Executives
- Fixed Fee (Subscription, Retainer, etc.)
- High Net Worth Client Needs
- Investment Advice with Ongoing Management
- Investment Advice without Ongoing Management
Planning Specialties
Doug English, CFP®, MBA, is a seasoned financial professional with over 20 years of experience in serving the personal financial analysis and risk management needs of senior executives. As the founder of ACT Advisors®, Doug has dedicated his career to helping individuals optimize their executive benefits packages and achieve their personal goals.
In the realm of non-profit organizations, Doug specializes in analyzing and integrating split-dollar plans, 457(b), 457(f), 401(k), and retention bonuses. Within the for-profit sector, he focuses on the analysis and integration of incentive compensation structures such as ISOs, RSUs, restricted stock, ESPP, 10b-5, and section 16 insiders.
With his extensive knowledge and expertise, senior executives and institutions trust Doug to provide comprehensive benefit coordination and ongoing management of their resources. As a CERTIFIED FINANCIAL PLANNER™ Practitioner for over two decades and armed with an MBA in finance, Doug brings a wealth of expertise to his clients’ financial journeys.
Doug embarked on his career as an employee financial advisor with CUNA Mutual, where he quickly established himself as one of the top advisors in the company. In 2006, he made the pivotal decision to create his own firm, leading to the establishment of ACT Advisors®, a financial planning and investment management firm headquartered in Asheville, NC.
Driven by a mission to enable clients to pursue their dreams, ACT Advisors® excels in investment management, world-class financial planning, and compassionate engagement.
Please visit https://act-advisors.com/fit/to explore if we are a fit for you.
Additional Information
As the captivating host of the credit union-focused podcast, “C.U. on the Show,” Doug shares specialized insights from experts and thought leaders in the industry. By featuring these discussions and interviews, he equips credit union leaders with the knowledge and tools they need to lead boldly. Additionally, Doug is a featured expert on National Public Radio, sharing his insights several times a year.
When he’s not guiding clients toward financial success, Doug enjoys a fulfilling personal life in Asheville, NC, alongside his wife Jennifer and their three children.
Please visit https://act-advisors.com/fit/ to explore if we are a fit for you.
NAPFA Start Date
April 01, 2024
Visit Website
Download vCard
Disclaimer: Limitations. This list only serves as a resource to assist an individual in
identifying a potential advisor for their review and consideration. The appearance of an
adviser on the list is not endorsement by NAPFA of that advisor's services. There can be
no assurance that you will experience a certain level of results or satisfaction if you
engage a listed advisor. Except for the NAPFA membership fee, the listed advisor did not
pay NAPFA a separate fee to appear on the list.