douglas-bambeck

    Douglas Bambeck, AIF®

    President/CCO/Principal/Financial Advisor

    [email protected]

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    Member of the INVP team since 1998

    Resident of Dover, Ohio

    "As the dad of a very active family, I understand that most families don’t have time to plan for their financial goals because of their day-to-day hectic schedules. So I make it simple and easy for clients to create a plan for their families to succeed, helping them to achieve the long-term benefits without becoming overloaded in the short-term."

    Topics or areas of expertise:

    • Fiduciary liability for qualified retirement plans
    • Asset Management
    • Business Planning
    • Estate Planning

    Education:

    • Bachelor’s degree from Kent State University
    • FINRA securities registrations: Series 7, 24, 63, & 65
    • Licensed health, accident and health, variable life, and variable annuity agent with the Ohio Department of Insurance
    • Accredited Investment Fiduciary® (AIF®) designation

    Professional involvement:

    • Dover Education Foundation member (past president)
    • Dover Exchange Club
    • Kent State University Alumni
    • Board member of FFD Financial Corp, a publicly traded bank holding company for First Federal Community Bank
    • Non-voting outside director of Rea & Associates, Inc.

    When he's not in the office you can find him:

    • Spending time with his wife, Faith, son, Max, and daughter, Natalie
    • Hiking with his family in state parks
    • Shooting sporting clays
    • Watching youth soccer and dance recitals

    Who has been the most influential person in your life?

    My father helped instill a good work ethic in me, even though I was not too fond of it when I was young.

    What's the biggest lesson you've ever learned?

    The older I get, the more I am aware that appearances are not what they seem.

    What is one goal you’d like to accomplish?

    I have always wanted to travel to space. I used to think it was a pipe dream, but the advances we have made in the last few years give me hope it will be a reality.

     

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