Doug Youngberg, CFP®, ChFC®

Doug has long been a passionate advocate of lifelong learning, whether furthering his expertise or equipping others to understand and implement wise financial strategies. As a Certified Financial Planner (CFP®) and Chartered Financial Consultant (ChFC®), he specializes in comprehensive financial planning, investment management, retirement strategies, and wealth preservation. He has spent the past 24 years helping families, individuals, and businesses cut through complex financial situations with clear, goal-oriented strategies. When you’re not sure how to reach your short- and long-term goals, Doug steps in to simplify the process of getting there.

Doug values building long-lasting relationships with clients based on trust, transparency, and integrity. He considers it a great privilege to walk alongside clients throughout their financial journey, from major life transitions like home ownership or starting a family to establishing a legacy and preserving wealth.

An Arizona native, Doug moved to Denver in 1999 where he met his wife, Lori. Wanting to be closer to her family, they move to Spokane and and they have been here since 2017. They’ve settled in together and enjoy expanding their perspective through travel, volunteering, and sports. Whether professionally or personally, Doug remains committed to helping others create a stable and fulfilling future, knowing that financial security is not just about numbers—it’s about building a life of confidence and opportunity.