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Doug Hepburn, CPA/PFS, CFP®, MS Taxation

Doug Hepburn, CPA/PFS, CFP®, MS Taxation

Financial Advisor

Doug Hepburn is a Certified Financial Planner™ professional. A member of the American and Pennsylvania Institutes of Certified Public Accountants, Previously Doug served as Chairman of the PICPA’s Personal Financial Planning committee, co-chair of the annual Personal Financial Planning conference and a member of the Pennsylvania CPA Journal editorial board. He has been awarded the AICPA’s Personal Financial Specialist (PFS) credential demonstrating his commitment to providing consumers the highest level of financial planning services. He has appeared on CN8's Money Matters Today and WPHL-TV News. His articles have been published in the Main Line Times and the Pennsylvania CPA Journal and he has been quoted in The Phoenix and The Daily Local.

Prior to starting his own independent financial planning practice, Doug spent nearly 20 years delivering tax and financial strategies through several national and regional CPA and financial planning organizations.

Doug earned his B.S. in Accounting with a concentration in Finance from Widener University and an M.S. in Taxation from Philadelphia University.

He is active in the community as Head Coach of the Lower Providence Jr Trap program.