Doug Flynn CFP®, ChFC®

Chartered Financial Consultant (ChFC®)
Partner and Co-Founder

Doug works with high-net-worth individuals and their trusts, business owners, media personalities, professional athletes and other high-profile clientele. He specializes in providing comprehensive financial planning, private wealth management, strategic and tactical asset allocation and full, independent investment management services.

An invaluable resource to his clients and the media, as well as tax, legal and other financial professionals, Doug has appeared regularly on FOX Business, FOX News, CNN, CNBC, ABC, Newsmax TV, and nationally syndicated radio through SiriusXM and CNNRadio. In New York he has appeared on ABC7, CBS2, FOX5, PIX11 and NY1, radio WCBS880 and 77WABC, as well as other local, national and international TV and radio programs for many years.

He has been interviewed by or featured in the Wall Street Journal, New York Times, Financial Times, Newsday, Money, Reuters, Smart Money, InvestmentNews, Entrepreneur, Self, Research, Parents, Ticker, Financial Advisor, Details, New York Magazine, Journal of Financial Planning, On Wall Street,,,, ReutersTV, Yahoo! Finance, Huffington Post, and more...

Doug is credited with contributions to five best-selling personal finance books. He is also a recurring guest on several financial TV shows, where he discusses a wide range of economic, investment and financial planning topics.

To educate, enlighten, and empower, Doug has spoken at engagements across the United States for organizations such as American Express, Goldman Sachs, Bankrate, LPL Financial, Adelphi University, NHL Players Association, and the New York Yankees.

Involved in multiple activities, Doug generously donates resources to several worthy causes and presently sits on the board of a major local charity serving the needs of the underprivileged. Always a champion of financial literacy, he started a scholarship fund for finance majors at his alma mater which awards an annual scholarship benefit to deserving students.

He is also a member of the President’s Advisory Council of Adelphi University with recognition as a Major Benefactor, and is a long-standing member of InvestmentNews' Advisory Board.