Douglas Bambeck, AIF®

Doug Bambeck works with families, business owners, and retirement plan sponsors to help them address financial decisions with greater clarity. He understands that clients are often balancing professional responsibilities, family commitments, and long-term financial priorities with limited time to devote to planning.

Doug takes a practical, organized approach to financial planning. He helps clients evaluate their needs, consider available strategies, and coordinate the different elements of their financial lives. His work also reflects his experience with fiduciary responsibilities and the regulatory considerations associated with qualified retirement plans.

Areas of Focus

• Qualified Retirement Plan Consulting
• Fiduciary Considerations
• Investment Management
• Business Planning
• Estate Planning Strategies
• Financial Planning

Professional Credentials

• Accredited Investment Fiduciary® (AIF®)
• FINRA Series 7, 24, 63, and 65 registrations
• Ohio life and health insurance licenses
• Bachelor’s degree from Kent State University

Professional and Community Involvement

• Dover Education Foundation president
• Dover Exchange Club (past president)
• Kent State University Alumni
• Board member of FFD Financial Corp, a publicly traded bank holding company for First Federal Community Bank

Outside the Office

Doug lives in Dover, Ohio. He values spending time with his wife, Faith, and their children, Max and Natalie. He enjoys hiking with his family in state parks, shooting sporting clays, and cheering on his kids at their high school and college track and cross country meets.