+1 610-828-8288 info@mlgconsulting.net Park City UT

Douglas kobak

Principal

Biography

Douglas Kobak, CFP® brings over 25 years of extensive experience and a multi-disciplinary background to his role as Senior Advisor and Principal of MLG Consulting. Doug founded MLG Consulting to provide his entrepreneurial clients with comprehensive advisory services encompassing both their business and personal planning.

Doug’s planning roots date back 25 years as a Certified Financial Planner; he was recently named as one of the top 25 Wealth Advisors in the Philadelphia region by Barron’s and the Philadelphia Business Journal.*

Doug is currently the Principal and founder of Main Line Group Wealth Management and spent over fifteen years at Citigroup as a Senior Vice President and Advisor within Citi Family Office, an elite group within Citigroup that focused on the firm’s top officers and clients. While at Citigroup, he worked with business executives at both public and private companies on both their personal and business needs. With decades of experience Doug launched MLG Consulting to help business owners  manage the complexities of employee benefits. 

Doug is an active member of the community and involved with several local and philanthropic organizations, including coaching track & field for Special Olympics athletes.

Chronology

2009- Present
Principal, Main Line Group Wealth Management
2009-Present
Principal, Main Line Group Consulting
1994-2009
SVP- Advisor, Citi Family Office
1990 - 1993
Trader- Proprietary Trading and MBA Program, Lehman Brothers

Expertees

Succession Planning100%
Employee Benefit Solutions75%
Outsourced Services65%
Executive Financial Planning100%

Contact Info

Office : (610)-828-8288
Mobile : (215) 620-5454
Email : douglas@mlgconsulting.net