Richard Doel has a tremendous sense of dedication and focus that stem from his genuine desire to help his clients. As a result, Richard’s clients benefit from his drive, discipline and compassion as he helps them strive to reach their financial goals. "I feel very fortunate to be in a position where I can contribute to the well-being of my clients," he says.
Richard joined First Investors in 1992, and quickly won the respect of everyone at the Company. He had an attention to detail, developed during his 10 years of U.S. Navy service, that helped him learn quickly and earn the Rookie of the Year award. Richard has gone on to qualify for the First Investors Chairman's Council 10 times during his career. He was also inducted into the Gold Level of the First Investors Chairman's Circle, a prestigious award that honors lifetime career achievement.* In addition, Richard was selected as a "Five Star Wealth Manager" for 2013, as published in the Portland Monthly.**
Richard's dedication also extends to his education. In 2007 he completed the educational component of the Chartered Financial Planner Board of Standards. Then in 2011 he went on to earn the Chartered Financial Consultant® (ChFC®) designation from the American College.***
Richard's attention to detail and careful planning is why his clients look to him for advice on ways to meet their financial goals. He firmly believes that, "Keeping my clients focused on their long-term objectives is the most critical thing I do. I guide my clients around the financial land mines. They know I won't let them down." It's no wonder that clients refer Richard to their friends, family and co-workers on a regular basis.
Richard has been married to his wife, Sonia for over 20 years and enjoys golf, fishing, SCUBA diving, tennis, hiking and traveling. Richard is also passionate about giving back to the community. When not meeting with his clients, Richard can be found volunteering at charitable events, building playgrounds, or working as a judge at State high school business skill development competitions.
Contact Information for Richard Doel:
First Investors Corporation
9400 SW Beaverton-Hillsdale Highway, Suite 250
Beaverton, OR 97005-3302
503-296-7676, Ext. 227
It takes intelligence, dedication, a special understanding of people and an in-depth knowledge of financial products and services to be a First Investors Registered Representative.
First Investors Registered Representatives receive in-depth training concerning our financial products and services based on a program developed at our national training facility, the University of First Investors.
In addition, our representatives receive ongoing advanced training to ensure that they are up-to-date on the latest techniques to help clients, as well as on securities industry rules and regulations.
We have a lot of confidence in your First Investors Registered Representative. Together, you'll make a great team, dedicated to achieving your financial goals.
First Investors has been serving the needs of clients since 1930. Through the Great Depression, World War II and numerous recessions, we have remained committed to our mission—helping individuals reach their financial goals. We offer a wide range of quality financial products and services, including mutual funds, annuities and life insurance.
* Qualification for the First Investors Chairman's Council, Chairman's Circle and other recognition programs and honorary titles (such as President, Vice President, etc.) are based on sales of investment and/or insurance products.
** To select Five Star Wealth Managers, the Five Star Professional research team applies a vigorous research and evaluation process to identify service professionals who provide quality services to their clients. The Five Star Professional team follows standard survey practices used by other professional research organizations. The research also includes a regulatory review to provide necessary checks and balances.
*** The Chartered Financial Consultant (ChFC) designation signifies that a person has satisfied the coursework and experience requirements established by the American College and agreed to keep this certification current through continuing education. Earning the ChFC designation give a representative additional training that can help him make suitable recommendations to his clients. It does not authorize the person to act as an investment adviser.
For more information about the First Investors products, you may obtain a free prospectus and summary prospectus by contacting your financial services representative, writing to the address above, calling (800) 423-4026 or visiting our website at www.firstinvestors.com. You should consider the investment objectives, risks, charges and expenses carefully before investing. The prospectus and summary prospectus contain this and other information, and should be read carefully before you invest or send money. An investment in one of these products is not a bank deposit and is not insured or guaranteed by the Federal Deposit Insurance Corporation (FDIC) or any other government agency.
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