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Douglas W

Series 66

Pocatello, ID

Cetera

Douglas Woolley is a financial advisor with Cetera, holding a Series 66 designation and 17 years of industry experience. He has worked with Cetera Advisors LLC since 2013 and has been involved with Cornerstone Financial Advisors LLC since 2010. Outside of financial services, Woolley is part owner of Blades Salon & Spa and serves as chairman of the Japanese sub-committee for the Sister Cities Foundation of Pocatello, which promotes cultural exchange through youth delegations. Cetera Investment Advisers LLC is an SEC-registered firm serving individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a multi-manager platform with access to model portfolios, third-party managers, and bespoke strategies across various program structures and custodial relationships.

Wealth management Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Founder/Business Owner Executive
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