"I enjoy working with corporate and individual clients to solve complex retirement plan and investment management matters, guiding them to simple and successful outcomes."
Doug Warzinski, CFP®, CIMA®, is a Senior Retirement Advisor with Carnegie Investment Counsel. He helps corporate clients and retirement plan participants with their qualified retirement plan and wealth management needs. Doug works closely with business owners who offer retirement plans to their employees. He advises them though retirement plan design and investment decisions. He also works directly with plan participants; using an outcome-based approach to help them plan for and achieve a dignified retirement. Doug has more than 20 years of experience in retirement plan design and wealth management services. Doug received his bachelor's degree in Business Administration (BBA) with a Marketing Major from Ohio University. Additionally, he has attained the Certified Investment Management Analyst designation and Certified Financial Planner designation. Doug is married with two daughters. He spends his free time coaching the girls’ soccer teams and caring for the family Bernedoodle named Penny.
Carnegie Investment Counsel is a federally registered investment adviser under the Investment Advisers Act of 1940. Registration as an investment adviser does not imply a certain level of skill or training. The oral and written communications of an adviser provide you with information about which you determine to hire or retain an adviser. Neither the information nor any opinion expressed is to be construed as a solicitation to buy or sell a security or the provision of personalized investment, tax or legal advice. For more information please visit our full disclosures page.
The Financial Times 300 Top Registered Investment Advisers is an independent listing produced annually by the Financial Times. The FT 300 is based on data gathered from RIA firms, regulatory disclosures, and the FT’s research. The listing reflected each practice’s performance in six primary areas: assets under management, asset growth, compliance record, years in existence, credentials and online accessibility. This award does not evaluate the quality of services provided to clients and is not indicative of the practice’s future performance. Neither the RIA firms nor their employees pay a fee to The Financial Times in exchange for inclusion in the FT 300.