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Douglas D

Series 63, Series 65

Altadena, CA

Capital Partners Investment Group

Douglas Dial is a financial advisor with Capital Partners Investment Group in Altadena, CA, holding Series 63 and Series 65 licenses and bringing 21 years of industry experience. His prior roles include positions at Regal Securities and AdvisorNet Wealth Partners. Outside of his advisory work, he has been active as a trombone player in various groups since 1990. Capital Partners Investment Group is an independent advisory firm serving individuals, families, trusts, estates, charitable organizations, and business clients. The firm offers comprehensive wealth management and retirement plan consulting, managing about $40 million in client assets with a portfolio approach that includes a range of securities and employs quantitative analysis.

Wealth management Options & derivatives strategies Business succession planning Retirement plans for business owners (SEP, solo 401k)
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