Doug Zullo, CFP

Doug Zullo

Doug Zullo, CFP ®

Partner | Wealth Advisor
Office: 512.327.8905 | Email

Pride in Client Success

Only when his clients attain sustainable financial independence does Doug consider his work to be successful. He takes pride in working with clients to deeply understand goals, and patiently offers clarity and guidance on their path to the future.

Prior to joining IronBridge, he worked over 10 years as managing partner of an Austin based Insurance Distributor. There he worked with both independent advisors as well as large national institutions, supporting advisors and their clients with sound risk management strategies. He also hired, developed, and managed a diverse group of professionals there. After ultimately leading the company through a successful acquisition, he left to focus his energy on comprehensive financial planning with his personal clients. He has advised individuals, small business owners, multi-generational owners of closely-held businesses, and corporations.

Education

Doug is a lifelong learner and committed to staying on top of legal, tax, and regulatory changes affecting clients. In June 2019 he will complete his MBA at the Kellogg School of Management at Northwestern University. He earned his undergraduate degree at the University of Colorado (Go Buffs!) with a degree in Business Administration. Doug has been a CERTIFIED FINANCIAL PLANNER ® professional since 2009 and is proud to uphold the fiduciary standard.

Volunteering, Outside Activities & Travel

As a native Austinite, Doug enjoys working to make our city a better place. He enjoys giving his time to vulnerable segments of our population, and has volunteered with several non-profit agencies to members. His volunteer experience includes Community Tax Centers at Foundation Communities, the Financial Planning Association, and Junior Achievement.

Outside of work, Doug spends a lot of his time outdoors. He enjoys cycling, running on Town Lake, hiking, snow sports, and travel. He has traveled to 44 states, and 20 countries on 5 continents. He has also visited 26 U.S. National Parks and has rafted 225 miles down the Grand Canyon.