Principal, Chief Investment Officer
Phone: (954) 575-9323 Cell: (917) 509-2306
Email: Doug@efgplan.com
First and always, a devoted husband and father, I am committed to making a meaningful impact in my community. I live in Parkland, Florida with my wife of 25 years, and two daughters.
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My father’s debilitating illness, rendering him unable to work, inspired me to become a financial advisor and drives my passion for planning to this day.
We had no savings and my mother had limited earning potential. My parents did not have a plan in place for this unforeseen and catastrophic event, and it financially devastated our family. Through experience, I learned the value of saving, investing, and planning – even accounting for those things we don’t want to think about.
Serving our family of clients since 1996, Eaton Financial Group is a financial advisory firm focused on serving clients’ best interests. We work to customize financial plans with a fee-only structure that seeks to align our services directly with the needs of our clients.
Our vision is that our clients consistently enhance their financial decision-making.
I have a great job! I get to spend all of my time helping my clients to NOT worry about money. Because they are financially prepared – no matter what happens – they have peace of mind. We cannot control what life throws our way, but we can demonstrate our love for our family through proper planning and ensuring that all contingencies have been carefully addressed.
With a Bachelor of Business in Finance from the University of Miami, I am devoted to lifelong learning, both in my own industry and other areas of interest, including the following within my industry: Accredited Investment Fiduciary,® CDFA, ® and a graduate of the CIMA® education program at the University of Chicago Booth School of Business.
Outside of work and family, I am a fitness nut, a lifelong Miami Dolphins fan, and serve my community as President of the Parkland Chamber of Commerce, mentor to DECA students, a Scholarship sponsor for Parkland Buddy Sports, and as a volunteer for several other community-based organizations.
Finally, I humbly serve as the Race Director for the RUN 4 BEIGEL a multi-city running event in honor of a beloved coach and mentor, Scott J. Beigel, who died a hero at Marjory Stoneman Douglas High School on 2/14/2018. The singular mission and purpose: raise money for the Scott J. Beigel Memorial Fund, founded to send underserved, at-risk children touched by gun violence to summer sleep-away camp.
Eaton Financial Group is registered with Securities and Exchange Commission as an investment adviser. Registration with the United States Securities and Exchange Commission or any state securities authority does not imply a certain level of skill or training.
Douglas Eaton is proudly affiliated with the following professional and civic organizations:
Parkland, FL Chamber of Commerce | President; Executive Committee; Trustee; Mission Statement: To promote the well-being of the entire business community within the City of Parkland while maintaining the City’s residential integrity and enhancing our quality of life.
Marjorie Stoneman Douglas High School DECA Program | Mentor/Sponsor
Mentoring High School Students engaged in an intensive business preparatory program. DECA prepares emerging leaders and entrepreneurs for careers in marketing, finance, hospitality and management
Run4Beigel | Race Director – 5K AND 10K race held in multiple cities in honor of a beloved coach and mentor, Scott J. Beigel, who died a hero at Marjory Stoneman Douglas High School on 2/14/2018. The singular mission and purpose: To raise money for the Scott J. Beigel Memorial Fund, founded to send underserved, at-risk children affected by gun violence to summer camp.
Parkland Buddy Sports, Inc. | Volunteer/Leadership Scholarship sponsor
Previous:
First Allied Securities | 2018-19 Chairman, Representative Advisory Council
11 member council acting as a liaison between financial advisors and management of broker-dealer
Coral Springs, FL Chamber of Commerce | Board of Directors; Trustee; Ambassador Mission Statement: We are the voice of business, the engine for economic growth, and a champion for a thriving and welcoming community.
Northwest Broward Road Runners Club | Board Member, Youth Running Coach
Formed in 2008 in Parkland, Fl, their mission is to inspire people of all ages to adopt and maintain a healthy lifestyle through running/ multi sport
Financial Services Institute | 2018-2020 Advocacy Representative, Florida FSI is the voice of independent financial services firms and independent financial advisors and ensures that all individuals have access to competent and affordable financial advice, products, and services delivered by independent financial advisors
MSD Heroes Challenge | Founder and Board Chair
Inspired to support and encourage the families and survivors of the Marjorie Stoneman Douglas High School shooting… The MSD Heroes Challenge is an obstacle race and yoga event dedicated to supporting organizations that promote making safer communities and to providing scholarships to student leaders.
4FNow, Inc. | Co-Founder
Founded in April of 2018 by Parkland, FL parents of Marjorie Stoneman Douglas High School shooting survivors. 4FNow.org is an apolitical, not-for-profit 501(c)(3) organization with a mission to raise awareness for safer communities, prevent gun violence, and award scholarships to emerging student leaders.
Doug In The Media
Fintech – Innovations in Financial Planning
April 20, 2020 | Wealthmanagement.com
MSD Heroes Challenge
February 21, 2018 | ABC Miami-Channel 10
13 Things You Should Do Before You Even Think About Getting Pregnant
August 23, 2018 | Glam.com
15 Bad Habits You Should Break Before You Turn 35
January 11, 2018 | Glam.com
Is Your Spouse Financially Cheating You?
September 16, 2014 | Consumer Reports
Retirees and Debt: How to Avoid the Worst Traps
May 1, 2013 | Reuters
New Rules Tighten Credit Cards for Some Starting Oct 1
September 16, 2011 | The Sun Sentinel
Debt Ceiling: 10 Reasons Not to Move Your Money Now
July 28, 2011 | Reuters Money