Doug Erbert

Doug Erbert has over 10 years of experience in the financial planning industry. Doug served as the Executive Director of Financial Planning at Edelman Financial Engines and as the Sr. Vice President of Financial Planning at Financial Engines. Prior to that, Doug held various management positions at American Century Investments, including a 3-year stint in Denver, and their most recent role was as Regional Manager of Priority Services.

Doug Erbert has a Certificate in Financial Planning from the University of Missouri-Kansas City, which they obtained from 1999 to 2000. Doug has a Bachelor of Science (B.S.) degree in Business from Kansas State University, where they studied from 1986 to 1990. Prior to that, they completed their high school education at Ellsworth High School in Ellsworth, KS, from 1982 to 1986, focusing on college preparatory coursework. Additionally, Doug has obtained the CFS, Certified Fund Specialist Designation from the Institute of Business & Finance in 2008, and they hold the Chartered Retirement Planning Counselor - CRPC designation from the College for Financial Planning, although the specific dates of these certifications are unknown.