Associate Profile

P: 949.833.5849

F: 949.833.5810

E: Douglas@wmsirvine.com

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Douglas Wood

Douglas Wood moved to Southern California from Michigan in 1979. He joined AXA 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.  His efforts have earned him recognition as a member of AXA Advisors’ Paramount Planning Group afforded to financial professionals who have reached a high level of production.

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

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