Doug Liptak, CFP®, CPA
Co-Founder, Chief Strategy Officer
My NET WORTHWHILE™ is helping companies and people grow to their full potential.
With the sincere belief that no one should have to wait to live the life they want, Doug co-founded SignatureFD to help clients build and live a rich life filled with purpose and abundance. As Chief Strategy Officer, Doug merges his talents of analytical thinking and high-energy resilience to help create a team that is unwavering in delivering results-oriented financial designs and a high-touch, personalized experience rooted in core values.
With decades of experience, Doug focuses on helping the firm grow its strategic partnerships, acquiring highly-experienced talent and championing the overall employee and client experience. Seen as a thought leader on RIA firm growth, Doug has spoken nationally at several conferences and events, and he has been featured in numerous publications.
Prior to co-founding SignatureFD, Doug joined Frazier & Deeter, LLC, in 1993, working primarily with high-net-worth individuals and closely held business owners on tax and financial planning issues. He holds a Master of Taxation with an emphasis in personal financial planning from Georgia State University and a Bachelor of Arts in Accounting from Furman University.
Doug is a member of the Financial Planning Association, the American Institute of Certified Public Accountants, as well as the International Forum and MDRT Top of Table.
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, CFP® and CFP® in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.SAVE AS PDF
*Please Note: Limitations. The achievement of any professional designation, certification, degree, or license, recognition by publications, media, or other organizations, membership in any professional organization, or any amount of prior experience or success, should not be construed by a client or prospective client as a guarantee that he/she will experience a certain level of results or satisfaction if SignatureFD is engaged, or continues to be engaged, to provide investment advisory services.