Douglas Hearon

Douglas Hearon

Founder and President

Phone: 209-238-3200
Fax: 209-238-9127

Doug is Founder and President of Legacy Financial Advisors

"Doug" has been a resident of the San Joaquin Valley since the age of 2, with the exception of a few years "out of state" on extended projects. For the past 17 years Doug has been assisting clients with their financial and estate planning needs.

Doug is devoted to lifetime learning and the on-going pursuit of excellence in the areas of estate and financial planning. He believes that it is only through the continuous upgrading of education and practices that his clients can be properly represented in these sometimes complex areas, and Doug is committed fully to maintaining a level of expertise that may provide and empower his clients with advantageous planning strategies.

As Owner of Legacy Financial Advisors, Doug has a B.S. degree in Business Management with a Post-graduate Certificate in Financial Planning. Doug holds a CLU (Chartered Life Underwriter) certification and the ChFC (Chartered Financial Consultant) certification.

Doug is an accomplished public speaker and is always willing to speak to groups regarding the issues of financial, estate and retirement planning.

Legacy Financial Advisors, is a member of THE BETTER BUSINESS BUREAU OF THE SAN JOAQUIN VALLEY and holds an "A+" rating.

Doug thinks of his clients as family and views the planning and advisory relationship as a multi-generational commitment, it being his responsibility to help protect and enhance the wealth and well-being of the client and the client's legacy as an advisor they can trust.

His motto: " It is about relationships"