Douglas E. Bermudez, C(k)P®, CPFA, CFS™
Questioner · DISC type cDouglas is a Managing Director at Strategic Retirement Partners, specializing in creating personalized financial services and retirement plan solutions for tax-exempt, governmental, and corporate sponsors. A graduate of St. Marys College of California, he holds Certified Plan Fiduciary Advisor (CPFA) and Certified Fund Specialist (CFS) designations.
Outside of work, Douglas is a dedicated family man. He and his wife, Nuria, stay active with their three children by taking local kickboxing classes together. The family also trains for and participates in the annual Tour de Cure, a charity cycling event.
His family actively trains together for the Tour de Cure, combining fitness with philanthropy.
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It is quite likely of them to ask for pricing or other concessions. They prefer to analyze every situation thoroughly. They generally do not appreciate an overfriendly approach and prefer to stay to-the-point.
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Calculativeness (C)
Calculativeness (C) reflects the degree to which a person is likely to be cautious, systematic and analytical. Those scoring high tend to emphasise quality and accuracy.
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