Doug Loftus, CFP®, AIF®

Co-founder, Managing Member, and Financial Advisor

As a co-founder and managing member of Wealth Dimensions Group, Doug has more than 25 years of experience delivering comprehensive financial and investment advice to high-net-worth individuals and families, family offices, and nonprofits. 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 BA degree in mathematics and computer science and a certificate in economics from the University of Cincinnati. He is a Certified Financial Planner (CFP®) and also holds the Accredited Investment Fiduciary (AIF®) 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 nonprofit 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 fundraiser for Cincinnati Children’s Hospital Medical Center.