Douglas J. Bauerband is the founder of G. Douglas Financial Group*. He has been in business for 20 years and has 35 years of experience in investment and insurance consulting. Douglas was born in Plainfield, NJ and has lived and worked in Ocean County his entire life.
Douglas is married and has four children. He and his family attend the Laurelton Park Baptist Church in Brick, New Jersey. Prior to beginning his career in the Securities industry, he attended insurance and real estate schools in Brick and Union, New Jersey, where he received his Property Casualty, Health and Life licenses.
Douglas has a family practice where he helps business owners, professionals, pre-retirees and retirees avoid common mistakes by explaining how he has counseled hundreds of others to avoid these pitfalls. He also holds financial management and retirement investing seminars in New Jersey.
He started his career as an independent property and casualty broker with offices in Brick, New Jersey for 18 years. During that time, Douglas recognized that individuals, as well as businesses, needed professional financial advisors. He began offering financial services with US Life. Realizing the need for an organized, comprehensive approach to helping individuals achieve their financial goals, Douglas founded his own firm, G. Douglas Financial Group. He is an Independent Financial Advisor with TFS Securities, Inc. Additionally, he has assisted over 150 families to invest millions of dollars.
Douglas has his series 6, 63, 65 & 22 security registrations and is registered in NJ, PA, VA, FL, GA, TX, MD & NC. He is a Leaders Circle awards recipient with SunAmerica and a Premier Partner with Franklin/Templeton Investments. He was an Eagle Scout with Troop 17 and was one of the youngest licensed in the states of New Jersey and New York for Property/Casualty, Life & Health. He is on the Board of Trustees for two non-profit organizations: “The Pines at Whiting” (Treasurer) and “Our Fathers Business, USA” (Vice President).
At G. Douglas Financial Group, Douglas has a particular and proprietary system and a step by step process that enables him to determine which product or service his clients need in order to help them achieve their financial goals.
He specializes in helping business owners and professionals with asset management, pension protection plans, 401-k plans and Key Man Life Insurance by evaluating their current financial estate and determining their desired financial results.
He specializes in helping pre-retirees with fee based management, IRA's, 401-k & 403-b rollovers, Roth conversions and personal/family life insurance.
He also assists retirees with lifetime income advantages, increasing income, legacy planning and preservation of wealth.
Securities offered through TFS Securities, Inc., member FINRA/SIPC, a full service Broker/Dealer located at: 437 Newman Springs Road, Lincroft, New Jersey 07738, (732) 758-9300. *Investment Advisor Services offered through TFS Advisory Services a division of TFS.
G. Douglas Financial Group is not affiliated with TFS Securities, Inc. or registered as a broker-dealer.