Doug Kinsey CFP®, CIMA®, AIFA® has over 25 years of experience in the financial services industry. Dough is a Partner in Artifex Financial Group, a fee-only financial planning and investment management firm based in Dayton, Ohio. In addition to personal financial advice, AFG provides active investment management, back office solutions, process improvement strategies and employee development consulting to financial advisory firms. His passion for financial planning is rooted in investments. Doug does not believe in the abuses of Modern Portfolio Theory or an over-reliance on statistics and indexing. In his opinion, common sense and careful investing are what is required to be a successful investor.
2003 - 2007
2000 - 2003
He holds the Accredited Investment Fiduciary and Accredited Investment Fiduciary Analyst certifications (AIFA®), Certified Investment Management Analyst (CIMA®), as well as Certified Financial Planner (CFP®) certification.
He received his HBX CORe and HBX Disruptive Strategy from Harvard Business School, and completed the Investment Management Education Program at the University of Chicago Booth School of business-school".