Adfi_logo

Doug Bonaquist - Greenwood Village Office | Financial Advisor

Profile img for Doug Bonaquist, financial advisor at Cerity Partners
Greenwood Village, CO
Doug Bonaquist - Greenwood Village Office
Financial Advisor
Partner at
Cerity Partners

Verified Identity

Important Disclosures

Allow Me to Introduce Myself
Doug Bonaquist is a Partner at Cerity Partners, where he helps prospective clients thoughtfully evaluate and select the services and financial counselors best suited to meet their needs. With more than 30 years of experience in the financial services industry, Doug brings a deep understanding of wealth management and corporate financial planning. Before joining Cerity Partners, Doug held several leadership roles at UBS Financial Services, including Head of Corporate Client Development and Financial Advisor to senior corporate executives. Prior to UBS, he served as Vice President of National Sales and Marketing at Ayco, a Goldman Sachs Company, where he oversaw a wide range of public and private corporate relationships. Doug holds several professional licenses, including the Series 7, 63, and 66 securities licenses, as well as a Life and Health Insurance license. Outside of work, Doug and his wife enjoy an active lifestyle that includes traveling, hiking, biking, boating, and snow skiing. They are proud parents of two adult daughters.
More

Specialties and Expertise

6
Portfolio Construction
Tax Minimization Investment Strategies
Wealth Accumulation and Preservation Strategies
Business Ownership Strategies
High Net Worth Planning
Retirement Income

Clientele

6
Business Owners
Corporate Executives
High Net Worth Individuals
Ultra High Net Worth Individuals
Retirees
Inheritors

Credentials and Designations

5
credentialsImg

Certified Financial Plannerâ„¢

credentialsImg

Chartered Financial Analyst®

credentialsImg

Certified Public Accountant

credentialsImg

Master of Business Administration

credentialsImg

Juris Doctor

Education

1
Year Obtained: N/A
Quick Facts About Doug
Years of Experience:25 yearsMember since:2025Average Account Size:$1,000,000

Services Provided

How I help my clients

Tax Planning

service_img
More

Investment Management

service_img
More

Retirement Planning

service_img
More

Financial Planning

service_img
More

Pricing Models

Flat Fee
AUM

Proof of License

SEC Profile
AdvisorFinder Disclosure
AdvisorFinder ("AF") receives cash compensation from financial advisors in exchange for contact inquiries. AF is not an advisory client of any of the advisors it refers you to. AF has a conflict of interest because it has a financial incentive to refer you first to its paying customers (please click here for details). AF search results are conferred based on standardized and automated factors.
Profile last updated: 07-18-2025