Your ID Financial Advisor, Paul Doak

Paul Doak, a graduate of the University of Southern Maine with a degree in Political Science and a minor in Economics, moved to Albuquerque in 1993 to experience a different way of life and enjoy the wide open spaces of the West. He found his career niche in 1996 in the financial services area- helping people with the investment and insurance needs.

He pursued and achieved the Life Underwriter Training Council Fellow (LUTCF) in 2003 and started the Certified Financial Planner designation in 2007, and was deemed a Certified Financial Planner Practitioner in 2009. All in to better serve his clients throughout New Mexico in the best manner possible.

Outside of work, he enjoys the New Mexico climate and beauty by hiking, biking, skiing Taos and taking occasional road trips. When he is not on the go, a good book can be found at hand. But whatever he does, he enjoys spending time with his wife, Amy Robertson and his son Benet. He also keeps involved with the community and has done volunteer work with Habitat for Humanity.

Paul Doak: Professional Vita

Helping people has been the core of my being since childhood. My father came to me, the youngest of my parent’s six children, and asked if I could assist them with the purchase of a small business. This business then became my parent’s main retirement asset, which they still benefit from today.

Professionally, I’ve has been working with people on their financial concerns for over twelve years. During those fourteen years:

• Awarded the “Early Achievement Award” from the Principal Financial Group in 1996

• Earned the LUTCF (Life Underwriter Training Council Fellow) designation from the American College in 2003

• Qualified for Million Dollar Round Table (MDRT) every year since 2002.

• CERTIFIED FINANCIAL PLANNER™ Earned the CFP® designation February 2009 and currently practices as a CFP®

For more information, go to: www.CFP.net.