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Doug MacLean

Financial Planner at Barnum Financial Group

Doug MacLean, MBA, RICP®, is a dedicated financial advisor at Barnum Financial Group with a client-centric focus on financial well-being and goals.

He believes in crafting personalized financial solutions by listening to his clients' personal objectives and offering tailored approaches to help achieve them.

Doug's investment process involves coordinating investment strategies aligned with his clients' specific goals, ensuring thorough planning for retirement income, estate conservation, philanthropic endeavors, and business needs.

His areas of focus include insurance planning, estate conservation strategies, life event transition planning, investment strategy, investment allocation, and group benefits planning.

Barnum Financial Group, where Doug is based, offers a comprehensive range of investment and risk management products and services to clients from various sectors.

With licenses and registrations in multiple states, Doug is equipped to offer a diverse portfolio of products and services to cater to individual, family, and organizational needs.

His educational background includes a Master of Business Administration (MBA) in Finance and a Bachelor of Science in Marketing, both from Sacred Heart University.

In addition to his role at Barnum Financial Group, Doug has previously held positions such as Solar Ambassador at BrightCurrent, Sales and Marketing Intern at McLaren of Philadelphia, Operations and Development Coach at Connecticut Yankees Youth Hockey Organization, and Mover at Wayne Moving and Storage.

Doug MacLean
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Location

Stamford, Connecticut