Douglas Turner

Douglas started Forward Financial Strategies as a result of a very personal experience. Heartbreakingly, at age 72, Douglas’ father was diagnosed with Alzheimer’s and there was no “Plan B” in place to replace his lost income. Although his father had relationships with several stock brokers, he had no CFP Professional® to guide his family through the transition to a forced retirement. His brokers were more focused on picking stocks than helping Douglas’ father plan for the future. A comprehensive financial plan would have made all the difference. Thankfully, his father had long-term care insurance, and Douglas had the training and ability to develop a realistic plan to care for his mother. This experience changed the course of Douglas' career. Realizing he had the gifting and experience needed to help others, he founded Forward Financial Strategies in 2006 and began pursuing his CFP® certification. Since that time, Douglas' mission has been to support his clients by helping them plan for personal financial goals, manage the risk of unexpected contingencies, and make the most of life. He combines professional expertise with a genuine desire to help clients feel informed and supported every step of the way. Prior to becoming a CFP®, Douglas had over 25 years of experience in finance, business, and consulting, holding leadership roles at Ernst & Young, where he guided global projects in strategy and financial operations, and later served as Chief Operating Officer at a New York–based investment company. Douglas earned his MBA with distinction from the Thunderbird School of Global Management and is a CERTIFIED FINANCIAL PLANNER® professional. He also holds Series 7 and 66 registrations through LPL Financial. Douglas lives in Englewood with his wife, Bobbie. They enjoy hiking, traveling, and spending summers with family on the coast of Maine, taking in the natural beauty that inspires their outlook on life and work.