Douglas S. King

Douglas S. King CFP®

Senior Financial Advisor

Doug King is a CFP® professional who has spent over 37 years in the financial services industry helping families across multiple generations and successful entrepreneurs reach their long-term financial goals and dreams.

He is passionate about helping his clients solve complex financial needs through comprehensive financial planning, customized asset allocation strategies, tax and estate planning, and sound investment advice.

Doug earned two bachelor’s degrees, in finance and management, from Virginia Tech and a Master of Business Administration from the University of Minnesota’s Carlson School of Management. He completed his CFP® certification in 1989 from the College for Financial Planning and he previously served as the 2021 Chair of the Certified Financial Planner Board of Standards, Inc. (CFP Board) and he serves on the board of the Northern Star Council of the Boy Scouts of America.

Doug has been married over 36 years to his wife, Katy, and has four adult children who work jointly at Oakwood in various capacities. He is an avid outdoorsman and loves hunting, fishing, canoeing, hiking, motorcycling, scuba diving, golfing, and snowboarding.


    Certified Financial Planner (CFP®)

  • Most people think all financial planners are “certified”, but this isn’t true. Anyone can use the title “financial planner”. Only those who have fulfilled the certification and renewal requirements of CFP Board can display the CFP® certification trademarks which represent a high level of competency, ethics and professionalism. And because they are held to a fiduciary standard of care when providing financial planning services, a CFP® professional is required to act in your best interest. 

    That difference is a CFP® professional—backed by rigorous training—acting as a coach and counselor who can help incorporate all aspects of one’s finances into a personalized roadmap that inspires trust and confidence, today and tomorrow. 

    The Code of Ethics and Standards of Conduct reflects the commitment that all CFP® professionals make to high standards of competency and ethics. The cornerstone of the Code of Ethics and Standards of Conduct is a CFP® professional’s obligation to act as a fiduciary, and therefore, act in the best interests of the client at all times when providing financial advice. 

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