Douglas S. Veale, CLU, ChFC
Financial and Insurance Services

9718 Fair Oaks Blvd. Suite A
Fair Oaks, California 95628-7037
Telephone (916) 961-6970

Qualifications

Honorably discharged in July 1971, from the U.S. Army, after serving in Vietnam, and Germany, Doug embarked on his financial services career as an agent with the New York Life Insurance Company. In May 1972, he was the youngest agent hired by the company in the Sacramento area. The training and experience were excellent. Fifteen years later, however, independence was sought, and Doug started his own agency. Conceptually this meant the ability to offer products based strictly on their own merit and value, rather than proprietary products, that are often less inviting. This thinking has continued to reign. All products offered are strictly independent. There are no proprietary products offered. Along the way, both the Chartered Life Underwriter (“CLU”), and Chartered Financial Consultant (“ChFC”) designations were proudly earned from The American College, in Bryn Mawr, Pennsylvania.

Professional Affiliations and Achievements:

National Association of Insurance and Financial Advisors (NAIFA), Member since 1973
California Association of Insurance and Financial Advisors
Sacramento Association of Insurance and Financial Advisors

Five Star Wealth Manager, Sacramento Magazine, February 2010 edition, February 2011 edition

Church: Fair Oaks Presbyterian Church, Member and Elder