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Doug and his team work with both organizations and professionals, along with their families, to help work towards their life dreams through establishing long-term, trusting relationships and delivering comprehensive financial services. He works with each client to create customized wealth management solutions and provides ongoing services through a complete range of financial resources.
Doug’s team provides advisory consulting services to organizations for pursuing retirement plan success through best practices that provide plan design and administration, fiduciary responsibility, and employee retirement readiness. When working with individuals and families, his team provides clients with comprehensive advice that seeks to build, manage, preserve, and transition wealth.
Doug recognized early in his career that providing comprehensive financial advice was his true passion. He helps achieve this by understanding his or her current financial situation through investment, liability management, risk management, and legacy planning needs. By working one-on-one with his clients, Doug defines his success when his clients can achieve a dignified retirement. Doug also has developed an extensive knowledge of employer-sponsored benefit programs, such as 401(k), 403(b) plans, and 457 deferred compensation plans. He works directly with decision makers in designing, administering, and servicing their retirement plans.
Doug began his career in the financial services industry in 1994 with Empower Retirement. He later joined ABD Insurance & Financial Services, a predecessor firm of Wells Fargo Insurance Services. In 2007, he joined Wells Fargo Advisors and formed the Bermudez/Hall Retirement Group with his associate, Erin Hall. They provide high-level service to both corporations and individuals through comprehensive financial advice. Doug and Erin joined SRP in June of 2019, opening the Los Angeles area office. In 2005 and 2012, respectively, Doug earned the Certified Fund Specialist® and Certified 401(k) Professional certifications after completing approved educational programs, passing rigorous examinations, and meeting stringent experience requirements
Doug is dedicated to the ongoing development of the financial services industry—recently participating as a member of the NAPA Next Generation committee and the NAPA DC Fly-In Forum steering committee. He is also devoted to the betterment of his community with his participation in Leadership Manhattan Beach (LMB) and the Kiwanis Club of Manhattan Beach. Above all, Doug values his time with his wife, Nuria (an accountant), and his three children—Emma, Alissa, and DJ. Doug also enjoys a good round of golf with friends and is an avid cyclist.
My parents left a comfortable lifestyle in Nicaragua after the civil war of 1979 and immigrated to the US to give my sibling and I the opportunities this great nation offers if you are willing to work hard. My Why... I never want to let the sacrifices my parents made be forgotten and I take that with me every day that I work in our industry. I feel blessed that I can have a positive influence on the plan sponsors which impacts the retirement futures of their employees. It feels wonderful to walk into a plan sponsor's office and get a warm welcome from their employees because they know you really care about them.
We make a living by what we get, but we make a life by what we give -Winston Churchill
The Running of the Bulls in Pamplona Spain... It’s pure Darwinism so I want to feel that rush!