Douglas E. Bermudez, C(k)P®, CPFA, CFS™

Questioner
DISC Type : c

Managing Director at Strategic Retirement Partners

Rancho Palos Verdes, California, United States

Overview

Douglas 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.

Personality Overview

Price-Sensitive

Value Seeker

Not Easily Convinced

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.

Topics They Care About

Fiduciary Governance
Helps organizations navigate fiduciary responsibilities and focuses on 'future-proofing' Investment Policy Statements (IPS) to ensure they are legally sound and flexible.
Employee Financial Wellness
Advocates for clear communication to simplify complex retirement concepts, helping employees reach financial goals through programs like the Saver's Credit.
Healthcare Benefits
He is a speaker at national conferences, discussing the application of fiduciary standards to healthcare benefits under new regulations like the Consolidated Appropriations Act.

Media Appearances

Douglas has no verified media appearances

Work History

6-2019
Managing Director at Strategic Retirement Partners
10-2012 - 6-2019
Senior Vice President - Investment Officer at Bermudez/Hall Retirement Group of Wells Fargo Advisors
7-2007 - 10-2012
Director Retirement & Financial Services at Wells Fargo Insurance Services
3-2002 - 7-2007
Principal at Bermudez Financial Services

Education

1990 - 1994
Bachelor of Arts (B.A.) from St. Mary's College of California

More Information

Social Presence :

Prographics :

Exp : N/A Location : Rancho Palos Verdes, California, United States Job Level : N/A Designation : Managing Director at Strategic Retirement Partners
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Insights For Selling To Douglas E.

During A Call Or A Meeting

DO's

  • If you have a lower priced product compared to the competition, call out the same
  • Tell them that you will come back if you don’t have a good answer for a question
  • Share as much information as possible regarding your product

DONT's

  • Don’t try to be too friendly or informal with them
  • Don’t depend too much on anecdotal evidence, it reduces their confidence
  • Avoid phrases like ‘do not worry about’, ‘no one compares to’ etc.

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Douglas E. is

  • Ensuring that the product delivers ROI, cost-effective pricing and process compliance are very important for them.
  • Will you ever get a clear answer from Douglas E.

  • It doesn’t come naturally to them but they can say no if they are not convinced.

Insights For Deal Planning

    How fast (or slow) will Douglas E. move?

  • If they have the information that they need, they can move fast at making their decisions.
  • Can Douglas E. take some risk or not?

  • They can take risk if they are convinced that they have analyzed the circumstances well.


You And Douglas E.

Personality Compatibility


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