Doug Dart, CFP
Western Regional Sales Manager
Local: (814) 677-6805
Toll Free: (800) 433-1828, ext. 104
“It is my pleasure to serve your retirement and investment planning needs and those of your fellow educators and support personnel. As a practicing Certified Financial Planner, l have a keen interest in helping you maximize your tax savings and retirement resources, and have the financial products and services to help make it happen.
“My knowledge of PSEA, The Public School Employees’ Retirement System (PSERS), and the needs of the educational community can work to your advantage as we plan for the retirement lifestyle of your dreams. The PSEA endorsement of Kades~Margolis as the exclusive marketer of tax-sheltered retirement planning services is your assurance of outstanding products and service.”
Doug is a graduate of Franklin and Marshall College. Before teaming up with Kades-Margolis in 1996, Doug spent 20 years operating an automobile dealership, and more recently, a financial planning firm where he specialized in designing and implementing pension and profit-sharing plans for small businesses, and estate, investment, and retirement planning for the owners.
You can learn more about planning for your financial future by attending one of his regional Financial Planning Workshops.
Doug has earned the CFP designation. He is a Registered Representative and Investment Advisor Representative of GWN Securities, Inc., an independent registered broker-dealer. He is separately licensed to offer annuities and life, accident and long-term care insurance
Doug has been active in his local community by serving on the Boards of Directors of the Oil City Chamber of Commerce, YMCA, United Way and Salvation Army. He enjoys running, golfing and “quality time” with his teacher wife, Bonnie, and their three children.