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

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

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Managing Director at Strategic Retirement Partners
📍 Rancho Palos Verdes, California, United States

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.

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Experience
24 Years
Current Role
Managing Director
Job Level
Mid-senior
Location
Rancho Palos Verdes, California, United States
Personality Overview

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Communication Style
Decision Approach
Work Preference

Behavioral traits and communication patterns that shape how this person evaluates opportunities, builds trust, and makes decisions in professional settings.

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Priorities

Topics Douglas cares 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.
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Career

Work history

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

Media appearances

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Education
1990 - 1994
Bachelor of Arts (B.A.)
St. Mary's College of California
Social presence
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Behavioral profile

DISC profile (public)

DISC behavioral profile

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