Douglas M Bartol - Retirement Planners of America

Douglas M. Bartol

Professional and Community Activities

Certified Financial Planner Board of Standards, Inc – Member
Financial Planning Association – Member
Behind the Walls Ministry-Board Member
Finance Committee HGBC – Past Chairman
Habitat for Humanity – Volunteer
Dallas Estate Planning Council – Past Member
Million Dollar Round Table at New York Life – Past Member

Background & Family Life

Doug and Susan married in 1994, live in Plano, Texas and have two children. Doug enjoys golfing, biking, exercising, skiing, hiking, and spending time with his family. Doug serves in various organizations in the community and beyond.

Business Philosophy

Doug takes great pride and satisfaction in helping his clients endeavor to achieve their financial goals and objectives. As their Financial Advisor, he especially appreciates the ongoing relationships he shares with each client and hearing updates on their lives. He strives to provide outstanding service to all of his clients each and every day. “It’s very satisfying to get to know each client personally and to help them navigate financially in an effort to reach their goals.”

Education

B. S. Business, Indiana University – 1986

CFP®, Certified Financial Planner – 2000

ChFC, Chartered Financial Consultant – 1998

CLU, Chartered Life Underwriter – 1997

CRPC™ – 2019

Prior Business Experience

2011 – Present – Senior Advisor, Retirement Planners of America

2009 – 2010 Financial Advisor Cambridge Investment Research Advisors. Inc.

1996 – 2009 – Financial Advisor with Eagle Strategies LLC

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RPOA Advisors, Inc. (d/b/a Retirement Planners of America ) (“Retirement Planners of America”, “RPOA”) is an SEC registered investment adviser with a primary business location in Plano, Texas. Registration as an investment adviser is not an endorsement by securities regulators and does not imply that Retirement Planners of America has attained a certain level of skill, training, or ability. The “Invest and Protect Strategy” (the “Strategy”) refers to a strategy that Retirement Planners of America fundamentally employs for its clients. Retirement Planners of America previously employed a similar strategy that it referred to as the “buy, hold, and sell” strategy or “buy hold, and protect” strategy. Past performance does not guarantee future results. Therefore, current or prospective clients should not assume that the future performance of the Strategy, any specific investment, or any other investment strategy that Retirement Planners of America recommends will be profitable or equal to past performance levels. All investment strategies have the potential for profit or loss. References to recommendations made under the Strategy that predate 2011; and statements such as and similar to: “we told our clients to be out of the market in 2007 and 2008,” “we told our clients to get back into the market in 2009,” and “clients that followed our advice were out of the market in 2008;” refer to strategies collectively employed and recommendations collectively made by Retirement Planners of America’s principals while employed at Eagle Strategies, LLC., and also at Cambridge Investment Research Advisors, Inc. Three of the five principals remain as principals today, including the Retirement Planners of America’s founder, Ken Moraif. 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