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  2. Doug Menorca, CFP®

Doug Menorca, CFP®

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Doug Menorca, CFP®
Senior Consultant
Phone: 
(703) 205-0347
E-mail: 
dmenorca@ascendplanning.com

I believe in personal responsibility.

I worked for and retired from Capitol Hill.  I have seen how the Federal Government works and doesn’t work.  Working for Members in charge of financial services, retirement and health care has exposed me to the possibilities and limitations of government.  Based on my experience, the government is not going to be able to provide everything politicians are promising.  I understand that promises of free things can help a person get elected, but we are running a deficit and have a huge debt.  My belief is that in my lifetime the bill is going to come due.  

In addition to my time on Capitol Hill, I have had the opportunity to work in business as well as run a few campaigns.  I realize that the issues facing a business owner are very different from those of government employees.  As such, I bring my vast knowledge in Federal employee benefits together with the experience and expertise of our team at Ascend Planning and Consulting, LLC.

Whether you have a family with young children, are a business owner and especially if you are a federal employee, I look forward to the opportunity to assist you to develop a clear objective of your personal and financial goals then look forward to assisting you in your pursuit of achieving those goals  .  My personal experience, knowledge of the issues and understanding of the concerns you may face, should enable me to become a valuable resource to you, your family and/or your business.

You have worked hard for your money; I want to work hard to help you keep it.

  • BA History – University of Florida
  • CFP® - Georgetown University

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  •   3141 Fairview Park Drive, Suite 250, Falls Church, VA 22042
  •   888-660-4300
  •   info@ascendplanning.com

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Financial Professionals with Ascend Planning & Consulting, LLC (APC) offer securities through Equitable Advisors, LLC (NY, NY 212-314-4600), member FINRA/SIPC (Equitable Financial Advisors in MI & TN), offer investment advisory products and services through Equitable Advisors, LLC, an investment advisor registered with the SEC, and offer insurance and annuity products through Equitable Network, LLC. Equitable Network 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, Equitable Network and Ascend Planning & Consulting do not offer tax or legal advice.  Consult with your professional tax and legal advisors regarding your circumstances.  Individuals may transact business and/or respond to inquiries only in state(s) in which they are properly qualified. 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.

Ascend Planning & Consulting, LLC is not a registered investment advisor and is not owned or operated by Equitable Advisors or Equitable Network.

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