Financial guidance starts with understanding you. Doug Cellini and Robert Young help connect your investments, retirement goals, and financial decisions to the life you want to build.
Your Goals. Our Focus.
Personal guidance.
The resources of Kingsview.
Your financial life has many moving parts. We help you consider how each decision fits into your overall plan, from managing investments today to preparing for retirement and the years ahead.
As part of Kingsview Partners, Doug and Robert combine a personal advisory relationship with the resources of an independent fiduciary firm, including financial planning, investment management, and access to specialists.
A thoughtful plan begins with your priorities and evolves as your life changes.
Our approach starts with a conversation about where you are today and what you want to accomplish. From there, we help organize your financial picture, explain your options, and identify practical next steps.
Independent advice.
Centered around you.
Meet Your Advisors
Your Kingsview Team
Two perspectives. A shared commitment to helping you understand your financial choices.
Partner | Wealth Manager
Doug Cellini,
CFP®
Midland, Michigan
Doug serves individuals, families, and professionals throughout Michigan’s Great Lakes Bay Region. A former teacher and coach, he brings an educational approach to financial planning, helping clients understand their options and the reasoning behind each recommendation.
As a CERTIFIED FINANCIAL PLANNER® professional, Doug focuses on understanding your priorities, making financial conversations approachable, and developing a plan that reflects your goals.
Partner | Wealth Manager
Robert Young,
MBA, CFP®
Canton, Michigan
Robert serves individuals, families, and business owners throughout Southeast Michigan and beyond. His background in engineering and business brings an analytical perspective to the financial decisions his clients face.
As a CERTIFIED FINANCIAL PLANNER® professional, Robert helps clients connect their long-term goals with today’s priorities. He coordinates with CPAs, estate attorneys, and insurance professionals to consider how the different parts of a financial plan work together.
How We Help
A Connected View of Your Financial Life
Explore the planning areas that can shape your next steps.
01
Financial & Retirement Planning
Bring your savings, cash flow, retirement income, and Social Security decisions into a plan built around your timeline and priorities.
02
Investment Management
Develop an investment approach that considers your objectives, time horizon, and tolerance for risk, with ongoing attention as your needs change.
03
Tax Planning & Coordination
Consider how taxes affect your investments and retirement withdrawals, and coordinate planning decisions with your tax professional.
04
Estate & Legacy Planning
Review how beneficiary decisions, trust considerations, and wealth transfer goals fit into your financial picture, in coordination with your estate attorney.
Explore Kingsview’s full range of services, including insurance and business planning.
Let’s Talk About Your Next Chapter
Start the Conversation
Whether you’re preparing for retirement, reviewing your investments, or navigating a financial change, Doug and Robert are here to listen. Connect with an advisor to discuss what matters to you.