Steve Doucette, MBA, CFP^®

Steve Doucette’s history as a successful multi-tasker is a big part of how he helps his clients manage the many facets of retirement planning. Steve completed his MBA while working full-time as a cost analyst. The three years of study and examinations for his CFP^®—widely acknowledged to be one of the most difficult of all professional certifications—were done while Steve put together a $20 billion Air Force weapons system estimate and managed 60 people at Management Consulting and Research. Successfully juggling the demands of a full-time career with demanding educational requirements trained Steve to successfully manage the retirement planning needs of his many devoted clients.

Steve made the decision to concentrate solely on helping people and small businesses with their financial planning and group benefit needs. The rewards of helping people directly through financial planning, rather than working on large projects for the government, have been much more satisfying to Steve.

Steve’s decision to join Proctor Financial came after a prolonged search for a financial services firm that put the interests of its clients above the interests of its own quarterly profits. After Steve and Tony were convinced that they share the same client-centered and core values of the firm, Steve joined as partner in 2005.

A native New Englander, Steve was born in Sudbury, Massachusetts and grew up in Stamford, Connecticut, swimming competitively and racing sailboats off the Connecticut coast. As a schoolboy, he was team captain in wrestling, lacrosse and track.

Steve now spends personal time with his wife and children, or on home improvements and landscaping. He also lends his time to local charities and schools, such as helping to build his hometown playground. He keeps active by participating in a competitive racquetball league and through the occasional round of golf. Steve has been to every state in the union, along with much of Europe and the Far East. He, his girl-next-door wife and two children live in Ashland, Massachusetts.

Steve has served on the Financial Planning Association of Massachusetts (FPAMA.org) Board of Directors. In addition, Steve has volunteered his time to directly help our deployed military and educate other planners to help out on the FPAMA pro bono efforts. He is also a sought after media commentator, investment panel member, guest speaker, and instructor committed to education.