Douglas P. Duerr, CFP®, CPA, PFS, MBA
Doug Duerr has practiced as a Certified Public Accountant since 1995. He earned his MBA in Finance from Seton Hall University in December 2000. Doug is credentialed as a Personal Financial Specialist (PFS) by the American Institute of Certified Public Accountants (AICPA). As a CERTIFIED FINANCIAL PLANNER tm professional (CFP®) he is a practitioner that meets the requirements established by the Certified Financial Planner Board of Standards, Inc. He is a registered representative of LPL Financial and has successfully completed the FINRA Series 7 and Series 66 examinations. Doug offers financial planning services through Private Advisor Group, a Registered Investment Advisor. He is also life and health insurance licensed.
Doug is a partner, along with his father, in Duerr & Duerr, LLP Certified Public Accountants since 2001.* Duerr Financial Group was founded in 2002. Previously, Doug was a recurring planner to the Sunday Newark Star Ledger’s “Get with the Plan” series. He has served since 2014 on the American Institute of Certified Public Accountants (AICPA) Personal Financial Specialist credentialing Committee as well as various subcommittees which promote financial planning credentialing among CPA’s.
Doug’s true passion is collaborating with his clients towards achieving both their short and long term financial goals through trust, confidence and attention to detail. He has the client- and only the client- in mind. He can help you develop, implement and monitor a strategy that’s designed to address your individual situation.
Doug understands the challenges families face today. From managing debt to saving for college and retirement, these personal finance challenges can be overwhelming. He offers not only financial consulting, but a lasting commitment and focused effort to help you create a customized financial strategy.
*Duerr & Duerr, LLP Certified Public Accountants is not affiliated with or endorsed by LPL Financial. Securities offered through LPL Financial, Member FINRA/SIPC. Investment advice offered through Private Advisor Group a registered investment advisor. Private Advisor Group and Duerr Financial Group, LLC are separate entities from LPL Financial. I am licensed in NJ, NY, CT, PA, MA, CA, FL, IL, OH, and VA