Doug Post
CFP®, Lead Advisor, Partner

Smart and energetic, Doug attributes his trademark wisdom to several influences. His family taught him the importance of loving and helping others; coaches showed him the importance of teamwork; and teachers instilled endless curiosity within him.
As a kid, Doug could consistently beat any adult at the card game Concentration. He demonstrated near-equal prescience in the 6th grade, when he learned the world’s economy was transitioning from manufacturing to service-based — and determined he wanted to work in a profession where he could help people.
Doug carried that detail into his undergraduate studies at Cornell University, where he earned a business degree before going on to get his MBA in Finance from the University of Southern California. He launched his financial career in 1997, bringing a decade of experience when he joined Vista in 2007.
Today, Doug lives a full life of service, helping Vista’s clients realize their financial possibilities and live happier, more prosperous lives. He’s also volunteered for SMART Reading for over a decade, including serving as Board Chair in 2023–24. His happy life includes golfing, playing tennis, surfing, skiing, and getting together with family and friends. Doug’s love for travel pulls him in many directions, but his favorite destination is always the next place he’s never been.
Something you may not know about Doug: He’s a master waffle maker and a closet meteorologist.