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Kevin Doll, MS, CFP® - Email & Phone Number

Wealth Manager at Pds Planning, Inc.

Kevin Doll, MS, CFP® is based out of Dublin, Ohio, United States and works at Pds Planning, Inc. as Wealth Manager.

Kevin Doll, MS, CFP®'s Contact Information

Latest update
April 28, 2024
Location
Dublin, Ohio, United States

Kevin Doll, MS, CFP®'s Work History

Wealth Manager
PDS Planning, Inc.
Aug 2022 - Present
Vice President
Hamilton Capital
Apr 2004 - Jul 2022
Adjunct Professor
Franklin University
Jan 2011 - Jan 2021

Kevin Doll, MS, CFP®'s Education

Master of Science
2000 - 2001
Bachelor of Science
1997 - 2000
Strongsville Senior High School
Diploma
1993 - 1996

Kevin Doll, MS, CFP®'s Skills

Tax Planning
Insurance Planning
College Education Planning
Financial Coach
Wealth Management
High Net Worth Individuals

Kevin's current employer

Pds Planning, Inc. logo

Pds Planning, Inc.

Description
PDS Planning is a Columbus, Ohio financial planning services firm, specializing in retirement planning, fiduciary accounting & investment...
HQ Location
Dublin, Ohio, United States
Number of employees
11-50
Industry
Financial Services
Latest update
April 30, 2024

Frequent questions about Kevin Doll, MS, CFP®

What company is Kevin Doll, MS, CFP® working for?
Kevin Doll, MS, CFP® works for Pds Planning, Inc..
What is Kevin Doll, MS, CFP®'s function at Pds Planning, Inc.?
Kevin Doll, MS, CFP® is Wealth Manager at Pds Planning, Inc..
Where is Kevin Doll, MS, CFP® based?
Kevin Doll, MS, CFP® is based out of Dublin, Ohio, United States.
Who are Kevin Doll, MS, CFP®'s co-workers?
Kevin Doll, MS, CFP®'s colleagues are Rita Itsell, Dean Schuler, Laurie Licata, Bob Hamilton, Mitchell Niese, Noah Studenmund, Jim Hamilton, Kurt Brown, Katie Warga, Jimmy Rogers, Drew Potosky, Jamie Menges.
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Kevin's co-workers

Rita Itsell avatar
Rita Itsell
Managing Partner/Financial Planner
Dean Schuler avatar
Dean Schuler
Wealth Planner
Laurie Licata avatar
Laurie Licata
Certified Financial Planner
Bob Hamilton avatar
Bob Hamilton
Financial Planner
Mitchell Niese avatar
Mitchell Niese
Client Relationship Manager
Noah Studenmund avatar
Noah Studenmund
Client Relationship Manager
Jim Hamilton avatar
Jim Hamilton
Financial Planner
Kurt Brown avatar
Kurt Brown
Chief Investment Officer
Katie Warga avatar
Katie Warga
Client Service Manager
Jimmy Rogers avatar
Jimmy Rogers
Shareholder
Drew Potosky avatar
Drew Potosky
Portfolio Manager
Jamie Menges avatar
Jamie Menges
Shareholder, CERTIFIED FINANCIAL PLANNER™, CPA
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