R. Douglas Pauley MBA, CFP®, AIF®, CDFA®, CFCTM

Education

Master in Business Administration (MBA), Harvard Business School, Boston, Massachusetts

Bachelor of Science (Economics), United States Military Academy, West Point, New York.  Distinguished Graduate (top 4%),   Phi Kappa Phi Honor Society, Cadet Regiment Commander (1 of 4)

Industry Credentials

  • Certified Financial Planner™ (CFP®) practitioner #042085
  • Accredited Investment Fiduciary™ (AIF®)
  • Certified Divorce Financial Analyst (CDFA®)
  • Certified Financial Counselor (CFC)

Educator Experience

University of Texas Professional Development Center - Financial Planning Certificate Program, Austin, Texas.  First instructor hired for this program which provides the education prerequisite to take the Certified Financial Planner Board of Standards, Inc.’s CFP® Certification Exam.  Instructor for introductory Fundamentals of Financial Planning and capstone Strategies and Case Studies courses.  In 2006, earned the program’s “Excellence in Teaching” award.

United States Military Academy, West Point, New York.  Taught the core Economics class and served as course director and instructor for the elective Financial and Investment Management course.  Created a 10-lesson, Financial Basics course taught to all cadets, which is still being taught today.  Served as Officer-in-Charge for Cadet Finance Forum and Assistant Coach for the Women’s Varsity Tennis Team.

Presentations

  • The Road to Financial Freedom
  • Tying Up Life’s Loose Ends  
  • The Nuts and Bolts of Settling an Estate
  • Principles of Investing 
  • Financial Literacy
  • Investments - Lessons Learned
  • Asking the 'Right' Questions

Quoted in

  • The Wall Street Journal
  • Financial Planning
  • Investment News
  • Austin Business Journal
  • The Wall Street Journal Online
  • Investment Advisor
  • Senior Market Advisor
  • Austin American-Statesman

Work Experience

  • Capital Achievements, LLC - Founder and Principal
  • MoveForward, LLC - Co-Founder and Senior Advisor
  • Pauley Financial Services, Inc. - Founder and Principal
  • US Army Field Artillery Officer, Retired
    Qualifications:  Airborne, Ranger