Senior Advisor
doug@sunvalleywealth.com
Doug Singer
Doug Singer has more than three decades of experience in the financial services industry, from working with big wirehouses to working face-to-face with clients to design goal-oriented plans and achieve their unique objectives. He has also been securities licensed since 1993, giving him the ability to provide holistic planning services no matter an individual’s needs or objectives. Now at Sun Valley Wealth, his mission is to provide hands-on, personal service that helps our clients understand where their sources of income will come from in retirement and how they will protect themselves from tax obligation and market risk.
He’s also passionate about analyzing that level of risk, and having navigated the pitfalls of the market, he understands how to help clients assemble a portfolio that matches their tolerance for market volatility. Doug believes that everything starts with education, and without a proper hold on the concepts we implement into a plan, our job isn’t complete. Once the educational principles are in place, he aims to empower our clients to make the best financial decisions for themselves and adopt strategies they have conviction in.
Doug grew up in Highland Park, Illinois, and attended Indiana University Bloomington, graduating with his bachelor’s degree in business. A sports superfan, he is an avid golfer, and his competitive nature always pushes him to practice and improve his game. He also enjoys hiking, skiing and spending time with his beautiful wife Barb and their two children.
“I believe the most important part of my job is giving you the tools to understand your circumstances and make what you feel is the best decision. A lot of times that means assessing your tolerance for risk and how it stacks up against your current allocation of assets. I want you to be comfortable, and if that means deleveraging your portfolio, I’m happy to help.”
— Doug SingerSenior Advisor
The Sun Valley Team
When you work with our team at Sun Valley Wealth, you’re more than just a number. You’re the star, and you deserve to be treated as such. That philosophy starts with our people and their desire to do right by our clients, which was instilled in them at the very beginning of their decades-long careers in financial services. We also know that growth evolves out of trust, honesty and friendship, which is why we’ve aligned our success with yours. We’re committed to helping you achieve your goals and your potential, and we’re excited to see what you can become. Meet the Sun Valley Wealth team below.
Connect With Us
How are you mitigating risk and creating income for your retirement? If you don’t have an answer, we can help you put together a customized, comprehensive financial plan that focuses on your dreams and outlines a clear path toward them. Please fill out our form below with as much information as possible, and we’ll be in touch with you shortly!
Contact Us
16427 N. Scottsdale Rd., Suite 410
Scottsdale, AZ 85254
Phone: (833) 282-7272
Email: don@sunvalleywealth.com
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