Cambridge Who's Who Contributing Author Douglas K. Hyer

Biography

Douglas K. Hyer has been a member of Cambridge Who's Who since March 2008. Currently Doug is the branch manager for Cambridge Investment Research, Inc., an independent, national broker/dealer and Everbank, a web-based national bank. He is a registered financial consultant (RFC) and has worked with individual and corporate clients for more than 35 years to protect their assets and help them invest wisely. Doug has advised hundreds of pre-retirees from large companies (Exxon, Mobil, Citibank, Chase, First Boston, Paine Webber, LL Bean, Pfizer, Fortunoff’s, AT&T, MetLife and USLIFE) as well as medical/dental, CPA and law firms.

Over the years, Doug has helped his clientele invest over $100 million in stocks, bonds, mutual funds, fixed and variable annuities, alternative investments and investment-grade life insurance products. In addition, he has also helped his clients purchase long-term nursing and home care, disability income replacement and Medicare/Medigap insurance. He enjoys working one-on-one with his clients, helping them to preserve their personal and retirement capital plus increases their current spendable income. Managing income, gift and estate taxes together with assisting clients in organizing their investments, insurance and business affairs is his team’s primary focus.

Doug has been interviewed on CNBC and WLIR television and WOR and WNYC radio. He has spoken before top financial advisor groups at some of the largest independent broker/dealers in the U.S. He has consulted and lectured to Ernst & Young’s tax partners in Los Angeles, New York City and Washington, D.C. He has addressed the Young Presidents Organization, the American Management Association, various insurance, investment, CPA and bar associations and several chapters of the Estate Planning Council in New York and Florida. He has also served as a guest speaker at national conventions and local chapter meetings of the Financial Planning Association.

Doug is currently an adjunct professor and lecturer in personal financial planning at Hofstra University. Previously he served as an adjunct professor at New York educational institutions such as Adelphi University, Pace University and New York University. He has trained financial advisors at top firms, including Merrill Lynch, Metlife, Chase Bank and Prudential Securities.

Doug earned a Master of Science in Financial Services (MSFS) and bachelor’s degree in both accounting and psychology. He currently maintains his NASD series 7, 24, 51, 63 and 65 plus all life and health insurance licenses. His additional certifications and designations include: Accredited Estate Planner (AEP), Chartered Financial Consultant (ChFC), Board Certified in Asset Allocation (BCAA), Chartered Life Underwriter (CLU), Certified Annuity Specialist (CAS), Certified Senior Advisor (CSA), Certified Fund Specialist (CFS), Certified Estate Advisor (CEA), Certified in Long Term Care (CLTC) and is filed as a Registered Investment Advisor (RIA).

Doug is a member of the National Association of Accountants; Past President Long Island Chapter Registered Financial Planners; New York City CPA Club of Toastmasters International; New York City Chapter of Certified Mutual Fund Specialists; Section Head New York City Chapter of American Association of Individual Investors. He has published financial articles in Barrons, New York Times, Newsweek, U.S. News & World Report, Newsday, Money magazine, Today’s Investor, Business Insurance, Pension World, CLU Forerunner and Financial Advisor.

Articles by Douglas Hyer

• Understanding Corporate Financial Planning^© New!