Doug Loftus, CFP®

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 PLANNERTM professional.

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.