WMS Team Bios
Douglas Wood
P: 949.833.5849
F: 949.833.5810

Douglas Wood

FINANCIAL ADVISOR

Douglas Wood moved to Southern California from Michigan in 1979. He joined AXA Advisors, now Equitable Advisors, in 1997 after working for Crocker Bank as a commercial loan officer and for California First Bank as a branch manager for a collective 18 years. Doug was invited to join Brent Koch and Wealth Management Strategies in January of 2011. Douglas focuses on life insurance, estate planning strategies, and retirement planning. Through his efforts he is recognized by Equitable Advisors as a Paramount Planning Group member based on achieving a certain sales production level among all financial professionals within our organization.

Douglas is a graduate of Eastern Michigan University. Doug resides with his wife Rita and his two children, Alex and Carla, in Lakewood, CA. He enjoys hiking, traveling, cycling, and snow skiing.

Education

Eastern Michigan University – Ypsilanti, MI

Licenses & Certifications

FINRA Series 6, 7, 24, 53, 63, 65
CA Insurance Lic. # 0C05246