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Douglas D
ChFC®, Series 63, Series 65
Hermon, ME
UNITED PLANNERS' FINANCIAL SERVICES of AMERICA a Limited Partner
Douglas Dulac is a financial advisor with United Planners' Financial Services of America and holds the ChFC® designation along with Series 63 and Series 65 licenses. He has 40 years of industry experience and has been involved with United Planners since 2008. Dulac serves on the finance committee of the Anah Shrine and has been active in this community role since 2012. United Planners Financial Services serves a broad range of clients including individuals, corporations, charitable organizations, and institutional investors. The firm offers financial planning, portfolio management, retirement plan services, and brokerage solutions through an open-architecture platform with multiple custodians and third-party money managers.
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