Doug Lindsey

A Certified Financial Planner™ Professional with over 15 years of experience as a financial advisor and more than 35 years in business, Doug thrives on helping clients align their goals with their financial resources. He is known for this thoughtful approach and often begins each new client conversation with his favorite planning question: “What is your purpose for this money?” 

Doug previously held roles at IBM, Albuquerque Public Schools, Intuit, MGM, and The H Group, Inc. He is also a dedicated member and past president of the Financial Planning Association (FPA). Doug’s passion for education is reflected in his work teaching Social Security and Medicare classes through the Osher Lifelong Learning Institute at the University of New Mexico Continuing Education.

Doug and his wife, Cindy, have been based in Albuquerque since 1991. They have four children (Nic, Sam, Ben, and Ellie) and three grandchildren. Doug finds joy in exploring the outdoors, is an avid reader, and enjoys learning new skills – whether it’s scuba diving, learning Spanish, or coaching soccer.