Douglas P. Loftus

Douglas P. Loftus, CFP®, Founder & Principal

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Doug Loftus is a founder and principal of Wealth Dimensions Group with over 25 years of experience delivering comprehensive financial and investment advice to physicians and closely held business owners. Doug draws on his extensive expertise in accounting, tax, investments and estate planning to provide a fully integrated approach that helps clients maximize all of their resources to create the future they envision.

Doug received his B.A. degree in Mathematics and Computer Science and a Certificate in Economics from the University of Cincinnati. He earned his Certified Financial Planner (CFP®) designation in 1986 and also holds the Accredited Investment Fiduciary certification from the Center for Fiduciary Studies in association with the Joseph M Katz Graduate School of Business at the University of Pittsburgh. Doug is active in non-profit organizations, having served as a board member and chairman of the National Tuberous Sclerosis Association and the Tuberous Sclerosis Alliance Endowment Fund. He is also an active fund-raiser for Cincinnati Children’s Hospital Medical Center.

Awards & Recognition