The Expert Network celebrates its newest member, Douglas Lyons, CFA®, CFP®
RED BANK, N.J., November 22, 2017 (Newswire.com) - Douglas Lyons, CFA®, CFP®, Managing Director, Oceanic Capital Management LLC, has joined The Expert Network©. With over thirty years of experience in the financial industry, he specializes in working with individuals and business owners on customized retirement and divorce planning strategies. As a Certified Financial Planning™ Professional, Chartered Financial Analyst®, and Certified Divorce Financial Analyst™, Mr. Lyons provides clients with expert wealth management guidance to help them achieve their unique goals.
Mr. Lyons graduated from Plymouth State University in New Hampshire in 1985 with a degree in accounting. In his first position as an accountant, he quickly learned that his passion for finance and working with individuals was not being met. He said:
Emotions are typically high during periods of stress, such as during a divorce or prior to retirement and often prevent rational decision making. Recognizing these emotions and presenting strategies that help overcome objections allow the client to make sound long-term decisions they might not otherwise make.
Douglas Lyons, CFA®, CFP®, Managing Director | Oceanic Capital Management LLC
"I enjoy utilizing my background in accounting to analyze financial problems and discover potential solutions. I equally enjoy working with individuals and explaining complex financial strategies and solutions in a way a non-financial expert understands. This is why early on in my career I made the transition from accountant to wealth adviser."
Mr. Lyons founded Douglas J. Lyons Financial Group on the principals of trust, service, and experience, aiming to provide clients with the highest level of third-party, independent fee-based wealth management advice. In 2017, Mr. Lyons merged his practice with Oceanic Capital Management, an independent registered investment advisory firm dedicated to the same high values. Mr. Lyons and his team at Oceanic Capital Management guide clients to ultimate financial success, working with individuals and business owners on investment strategy design, cost-efficient investment implementation and risk minimization. With a particular focus on divorce consulting and retirement planning, Mr. Lyons is passionate about leading clients through what is often an emotional, high-stress period that can greatly affect their financial future.
With over three decades of experience to draw from, Mr. Lyons’ thorough understanding of the financial planning world keeps him abreast of trends in the industry. In particular, he has developed a deep expertise in behavioral finance. Behavior finance is the intersection of financial and human emotional decision making. A relatively new area of specialty in the financial planning field, it is rapidly gaining acceptance with its proven ability in assisting clients with the recognition of emotional roadblocks and methods for overcoming those hurdles. Mr. Lyons notes:
"Emotions are typically high during periods of stress, such as during a divorce or prior to retirement and often prevent rational decision making. Recognizing these emotions and presenting strategies that help overcome objections allow the client to make sound long-term decisions they might not otherwise make."
As an active member of his local community, Mr. Lyons currently serves as President of the Jersey Shore Collaborative Law Group, an organization of divorce professionals who focus on educating the public on furthering the use of collaborative law in divorce. He is also, chair of the Finance and Technology Committees on the Bay Head Council, as well as an adjunct professor at Fairleigh Dickinson University’s Certified Financial Planning program. When Mr. Lyons is not working, he enjoys skiing, tennis, and sailing, but most of all spending time with his two children and wife in their hometown of Bay Head, NJ.
For more information, visit Mr. Lyons' profile on the Expert Network here: https://expertnetwork.co/members/douglas-lyons/07c69314296ad856
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The Expert Network© has written this news release with approval and/or contributions from Douglas Lyons. The Expert Network is an invitation-only reputation management service that is dedicated to helping professionals stand out, network, and gain a competitive edge. The Expert Network selects a limited number of professionals based on their individual recognitions and history of personal excellence.
Source: The Expert Network©
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