Doug Castle is a trusted financial advisor in Bozeman, MT with nearly 10 years of experience in the financial services industry. His passion is helping clients navigate the complexities of finance with a focus on comprehensive financial planning.
Doug was born and raised in Tulsa, OK. He earned a bachelor’s degree from the University of Oklahoma and went on to earn a Master of Business Administration from Oklahoma State University. This advanced degree provided him with a deeper understanding of business strategies and financial management that expands his ability to assist clients building their own businesses.
Doug's professional journey began with a focus on insurance solutions crafting personalized plans that catered to the unique needs of his clients. Over the years, he expanded his expertise to encompass a wide array of financial services, including investment management, trust and estate planning, and comprehensive financial planning. In 2017, Doug earned the CERTIFIED FINANCIAL PLANNER™ certification, to ensure that he could provide the best possible service to his clients.
Outside of his professional pursuits, Doug finds solace and joy in the company of his beloved wife, Danae, and their three children. Together, they embrace all the outdoor activities that Bozeman has to offer including hiking, camping, skiing or just playing in the yard. Doug is also a musician and enjoys playing in the band at his local church.
2952 Technology Blvd W Ste 201
Bozeman, MT 59718-4145