Cfp® Doug Palic Chfc®

Financial Planner & Partner at uFinancial Group

Doug Palic, CFP®, ChFC® is a seasoned financial planner and partner currently with Willow House Advisors since November 2023 and uFinancial Group since November 2018. With previous experience as a financial advisor at Northwestern Mutual from September 2012 to November 2018, Doug Palic combines professionalism and a diverse range of financial products and services to assist clients in achieving their financial goals, estate strategies, and insurance needs. Doug Palic earned a Bachelor of Science degree from Elon University, where attendance occurred from 2005 to 2009.

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Kennett Square, United States

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uFinancial Group

uFinancial has been helping individuals, families and businesses to grow their tomorrow through financial products and services for 35 years.


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Employees

201-500

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