Aaron Waxman
Partner
San Francisco, California
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Meet Doug.
Doug Garrison helps clients approaching retirement evaluate their choices and prepare for a potentially long period of living from investments. He delivers planning and investment services from Houston. His background includes designing pension, retirement savings, medical, and insurance benefit programs during a career at ExxonMobil.
View professional sourceBefore your first conversation.
- Areas of focus
- Retirement planning · Investment management · Employee benefits
- Credentials recorded in sources
- CFP®
- Investment minimum
- Confirm directly with the firm.
- Fees & compensation
- Request the current fee schedule and compensation disclosures.
- Contact verification
- Confirm current details before relying on this listing.
- Portrait source
- Photo matched to official biography · 2026-09-16
Make the first conversation count.
01Which services do you offer for someone with my goals?
02How do your fees and other compensation work?
03Who will I work with, and how often will we meet?
CP
Cerity Partners
8 listed professionals
Cerity Partners provides integrated wealth management for individuals and families alongside services for corporations and institutions. Its personal wealth offering spans investments, financial planning, estate and gift planning, tax services, insurance planning, trusts, business owner advice, and family office services.
Research before you connect.
Professional sources reviewed 2026-09-16. Location: The advisor’s official biography names this office. State is confirmed by the same firm’s office directory.. Listing does not imply participation, endorsement, or availability for new clients.
Portrait from the linked professional or editorial source. Rights remain with the original owner.
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