Doug Harbaugh, CRPC®

Doug is an effective communicator and problem-solver who thrives on designing innovative solutions for clients seeking expertise and genuine care in their retirement planning. As a Chartered Retirement Planning Counselor designee (CRPC®) and Wealth Management Advisor, he excels at navigating the advanced planning aspects of wealth management, including risk management, retirement planning, and wealth transfer strategies. With over 20 years of experience, Doug not only strives to chart a clear financial path for his clients but also empowers them to make wise investment decisions.

Doug has always looked out for the long-term interests of his clients. Prior to joining Kairos Private Wealth, he worked as an Investment Advisor Representative and controller for another national firm. He applied his problemsolving and financial analysis skills in the insurance industry, helping families plan for their life, health, long-term care, property, and other insurance needs. Seeing the impact of successful financial planning on his clients’ quality of life and a sense of confidence, Doug transitioned to wealth management to help create more holistic solutions, not only for growing wealth but for generational wealth transfers, impact investing, and charitable giving. In his downtime, he enjoys working out, playing golf and softball, and being a dad to his daughter Olivia.