Meet Robert
Rob brings over two decades of experience in comprehensive financial planning and investment management, having served clients since 2003. With a unique background as a former United Airlines pilot, Rob draws on his aviation experience to guide his clients through the intricacies of retirement planning. His insights help clients see how every financial decision fits together as part of a larger strategy.
He specializes in working with business owners, retirees, and pre-retirees who are serious about achieving long-term financial goals. Rob serves as a knowledgeable, one-stop resource for tailored strategies in retirement planning, investment management, tax and estate planning, risk management, education funding, and charitable giving.
Rob earned his bachelor’s degree in aviation from Metropolitan State University of Denver.
Rob lives in Parker, Colorado with his wife Juli. Together they have four children – Brooklyn, Avery, Natalie, & Charlie. He is a member at Colorado Golf Club, where he sits on the board of directors. When away from the office, he enjoys golfing, playing ice hockey, attending local music and sporting events, and traveling.
Robert Douglas is not registered with Cetera Wealth Services LLC. Any information provided by this individual is provided entirely on behalf of CWM, LLC and is in no way related to Cetera Wealth Services or its registered representatives.
