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ImageDouglas K. Shannep

Douglas K. Shannep, CIMC®, CIMA® is a managing partner of QRS & Associates in San Diego, California. As a managing partner, Doug's primary responsibility is to make certain that our firm delivers the investment strategies, planning advice, and services necessary to help each client strive to meet their financial objectives. Doug endeavors to constantly improve our levels of personalized client service and satisfaction. Most of his time is spent meeting face-to-face with clients to provide financial and retirement planning advice.


Doug is a graduate of California State University, Fullerton, with a degree in Business Administration, Management. He began his career in financial services in 1984. He is a member of the Investment Management Consultants Association(IMCA) and is a Certified Investment Management Consultant (CIMC®) and Certified Investment Management Analyst (CIMA®).

Doug is an Investment Advisor Representative of  Woodbury Financial Services, Inc., a registered broker dealer, member FINRA and SIPC. California Insurance License #0672641.

Outside of work, Doug enjoys all types of sports including golf, weightlifting, and coaching basketball and baseball. Doug's two sons, Marc and Scott, keep him actively involved with their sports teams, school, and trying to keep up with his computer skills. Doug and his wife, Sheryl, live in San Diego, CA, and enjoy working out with their personal trainer and taking frequent walks with their dog, Gus.

"Service, excellence, and integrity are the cornerstones of our firm. I will always strive to see that our client's needs come first and to improve their quality of life. I receive great satisfaction and fulfillment in knowing that we are helping our clients strive to accomplish their financial goals."



 

 

 

 

Investment Advisor Representative, and Securities and Investment Advisory Services offered through Woodbury Financial Services, Inc., Member FINRA, SIPC, and a Registered Investment Advisor.   QRS & Associates and Woodbury Financial Services, Inc. are not affiliated entities. (See "Links  & Definitions")

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