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Doug Liptak
Co-Founder, Chief Development Officer at SignatureFD

Profile

As co-founder and chief development officer of SignatureFD, LLC, Doug seeks innovative ways to offer comprehensive financial design services to successful individuals and closely held businesses relating to retirement, estate, investment, insurance, and financial and tax planning. As managing director of SignatureFD’s financial solutions team, he oversees our internal specialists that deliver transactional services such as residential and commercial mortgages, insurance products and advanced tax structured products. He diligently monitors the implementation process to make sure that the firm’s expert planning solutions are properly implemented with the “best of class” products and proper execution.

Doug has spoken nationally at a number of conferences and events on adding and integrating financial services into CPA and consulting firms, and he has been featured in numerous publications, including The Objective Advisors, The Atlanta Journal-Constitution and Practical Accountant.

Doug joined Frazier & Deeter, LLC, in 1993, working primarily with high-net-worth individuals and closely held business owners on tax and financial planning issues. He was a senior tax and financial planning strategist prior to founding SignatureFD. Doug is a CERTIFIED FINANCIAL PLANNER™ professional and a Certified Public Accountant (CPA).

Doug Liptak's Network

Agenda Sessions

  • RIA Panel – case studies on utilizing PPLI for clients: what works, what doesn’t, how it fits as part of a broader wealth management plan

    1:50pm

Speakers at this event