Doug Weisenberger, CFP®, CLTC®, ChFC®, CLU®
Doug Weisenberger is a Senior Partner with North Star Resource Group in Madison, Wisconsin. Doug has helped families define and prioritize their goals for the future and then align their finances in support of them since 1981.
A good financial advisor is someone who understands your goals, explains you options, and listens to what matters to you. Financial topics can be overwhelming and confusing at times, so Doug spends much of his time educating his clients by keeping it simple and enjoyable.
Doug uses an interactive approach to help his clients track progress, make changes, manage risk, and model scenarios. The result is a framework to help empower clients to make informed decisions about their financial lives.
Doug’s goal is to work with his clients to build and manage their finances, to help them become focused, prepared, and confident about their future.
Doug holds an MBA in Finance from the University of Wisconsin – Eau Claire and is a CERTIFIED FINANCIAL PLANNER™ practitioner, CFP®. He jointly manages his practice with fellow CFP® practitioner, Josh Evenson. Together they have the wisdom of over 60 years of experience.
Doug and his wife, Kim live in the Oregon area. They have two children. In his free time, he is an avid golfer, outdoorsman, and Badger basketball season ticket holder.
Retirement today represents less of a destination than a new beginning. Achieving success and comfort in this next chapter requires focus. Doug enjoys working with his clients to build and manage a long, sustainable retirement that allows them the financial security to pursue their passions.
Doug specializes in:
- Comprehensive financial planning
- Income protection strategies
- Investment management
- Tax-efficient investment strategies*
- Wealth accumulation and management
- Risk management
- Managing income in retirement
- Education funding solutions
- Legacy preparation and risk management for families
- Selecting and implementing retirement plans for small businesses
Doug is an investment advisor representative of Cetera Advisor Networks, LLC. CA Insurance License #0E44597.
Separate from the financial plan and our role as financial planner, we may recommend the purchase of specific investment or insurance products or accounts. These product recommendations are not part of the financial plan and you are under no obligation to follow them.