About DSF Wealth Management
Douglas Fluke, CFP® founded DSF Wealth Management LLC in 2006. He began his finance career in 1998 as an Investment Advisor with Paine Webber in Washington, DC, and later joined Legg Mason as an Assistant Vice President.
During his career, Doug has worked with large corporations to manage their Employee Stock Option Plans (ESOP) and Employee Stock Purchase Plans (ESPP), and partnered with nonprofits, such as associations, foundations and endowments to draft their investment policy guidelines and manage their investments. Today, he works primarily with affluent families and business owners to provide investment advice, retirement and estate planning, and develop tax and risk management strategies. His clients currently reside in twenty states.
Doug relocated his practice from the Washington, DC area to Atlanta, GA in 2009 and currently lives in the Chastain Park neighborhood with his wife, Lindsay, and two children. He is a graduate of Skidmore College in Saratoga Springs, NY, where he was two-time captain of the Men’s Tennis Team, and earned his Bachelor of Science in Business.
Doug is a member of the Children’s Healthcare of Atlanta Will’s Club, which directly supports the greatest needs of Children’s, from specialized equipment to programs and services, and from pioneering research to training tomorrow’s pediatric medical leaders. He is also a member of the Chastain Park Civic Association and is involved in the Chattahoochee Foundation, an organization founded to give promising young tennis players the opportunity to reach their potential. He enjoys tennis and golf, and any activity with his children.
Doug holds FINRA registrations 7, 63, and 24 through Cetera Advisor Networks, and his 65 through CWM, LLC, as well as Life and Health Insurance Licenses in several states. He is a CERTIFIED FINANCIAL PLANNER™ professional.