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Douglas J. Bauer, CPA, Esq., CFP®

Douglas J. Bauer, CPA, Esq., CFP®

FINANCIAL PROFESSIONAL

Doug Bauer attended the prestigious Bronx High School of Science and entered Baruch College where he graduated Magna Cum Laude. He then entered Fordham Law School and passed his bars for New York and Connecticut in 1992. In 1993 Doug continued his path of excellence by passing the CPA exam.

Doug began his professional career in 1994 as an independent attorney and CPA and advised businesses in this capacity until 2016 when he took a position as a CFO and In-House Counsel with one of his biggest clients. As a Corporate Officer, this position further added to his expertise in helping small to mid-size companies.

In 2009 Doug obtained his CFP® certification as well as his insurance licenses and investment registrations, which have enabled him to be an asset to the members of Equinox Financial Partners. He works with members of the team in creating strategies to help clients address and accomplish their financial objectives.

Doug resides with his wife Maria in Upper Brookville, NY.



Securities offered through Equitable Advisors, LLC (NY, NY 212-314-4600), member FINRA/SIPC (Equitable Financial Advisors in MI & TN). Investment advisory products and services offered through Equitable Advisors, LLC, an SEC registered investment advisor. Annuity and insurance products offered through Equitable Network, LLC, which conducts business in CA as Equitable Network Insurance Agency of California, LLC, in UT as Equitable Network Insurance Agency of Utah, LLC, in PR as Equitable Network of Puerto Rico, Inc. Equitable Advisors and its affiliates do not provide tax or legal advice. Please consult your tax and legal advisors regarding your particular circumstances. Individuals may transact business, which includes offering products and services and/or responding to inquiries, only in state(s) in which they are properly registered and/or licensed. The information in this website is not investment or securities advice and does not constitute an offer. For more information about Equitable Advisors, LLC you may visit https://equitable.com/crs to review the firm’s Relationship Summary for Retail Investors and General Conflicts of Interest Disclosure. https://brokercheck.finra.org/

CFP® and CERTIFIED FINANCIAL PLANNER™ are certification marks owned by the Certified Financial Planner Board of Standards, Inc. These marks are awarded to individuals who successfully complete the CFP Board’s initial and ongoing certification requirements.