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Our financial advice team


Doug Blankenship

Doug Blankenship

CFP®, APMA®

Financial Advisor

CERTIFIED FINANCIAL PLANNER™ professional
Vasso & Associates
27
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.
Background and qualification information is available at FINRA’s BrokerCheck website.

Areas of focus

  • Investment Management
  • Retirement Planning Strategies
  • Retirement Income Strategies

Interests

Growing in my relationship with the Lord, my wife, and son; growing professionally to better serve the clients I'm privileged to serve; and working to achieve that ever-elusive balance between family, vocation & community involvement!

Qualifications

  • APMA® Accredited Portfolio Management Advisor℠
  • CFP® CERTIFIED FINANCIAL PLANNER™ practitioner

Education

  • Masters in Finance - University of Texas (Dallas, TX)
  • Bachelors in Finance - Louisiana State Univ. (LSU)

Previous experience

  • Financial Advisor & CFP; First Allied Securites (a Wealth Management Firm); Dallas, TX, 2012 -2017
  • Financial Advisor & CFP; Cambridge Legacy Securities (a Wealth Management Firm), 2002 - 2012 ; Dallas, TX
  • Financial Advisor & CFP; AXA Advisors, 1993 - 2002 Dallas, TX
  • Senior Financial Analyst; Electronic Data Systems (EDS); Dallas, TX, 1986 - 1993
  • Management Training Program; Federal Reserve Bank, 6th District; New Orleans, LA, 1984 - 1986

Community participation

For the last 27 years I've been blessed by my membership with Prestonwood Baptist Church in Plano, TX, where I've had the privilege of serving in various ministry positions as a Deacon; Board member of the Prestonwood Church Foundation; and children's, youth & adult Bible study teacher.

Prestonwood holds a special place in my heart because it is where I first learned of God's great love for all of us; and also of the great importance the Bible places on financial stewardship, by referencing money and possessions over 2300 times - more than any other single topic.