skip to main content
Main Menu
Eagle Logo (Blue)
  • What is Total Economic Wealth
  • Our People
  • Expertise
  • Strategic Partnerships
  • Client Login
  • Let’s Talk

Meet Doug

Back to Our People
Douglas J. Lambert MBA, CFPⓇ, AEPⓇ, RICPⓇ, ChFCⓇ​
425.283.2602
dlambert@eaglestrategies.com

Douglas Lambert

MBA, CFPⓇ, AEPⓇ, RICPⓇ, ChFCⓇ

Wealth Advisor

Doug Lambert brings more than 30 years of experience in finance, strategic planning, and wealth management. He approaches wealth management as both an art and a science, combining technical expertise, disciplined analysis, and creative problem-solving to help clients make thoughtful decisions about their wealth. 

Doug specializes in tax-efficient investing, analytic finance, retirement income strategies, and multigenerational and philanthropic wealth transfer. He has also developed innovative financial models used by thousands of advisors nationwide to build tax-efficient investment portfolios and wealth transfer strategies for their clients. 

Education and Background

Doug earned his MBA from the University of Chicago Booth School of Business, a BA in Economics from Whitman College, and is a graduate of Eastside Catholic High School. During his junior year at Whitman, he was awarded a fellowship to Booth, which has been ranked the #1 business school in the world by The Economist magazine. While at Chicago, he studied finance and portfolio theory under the guidance of Nobel Prize–winning economists and served as a graduate-level teaching assistant. 

Designations

Doug holds several of the most respected and advanced credentials in financial planning, reflecting his deep expertise and commitment to his clients' long-term success. 

  • CFP® (Certified Financial Planner™)
    The premier standard in financial planning, demonstrating rigorous training across investment strategy, retirement, tax, and wealth management. 

  • AEP® (Accredited Estate Planner®)
    A distinguished designation in estate and legacy planning, emphasizing advanced wealth transfer strategies for high-net-worth clients.

  • RICP® (Retirement Income Certified Professional®)
    A specialized credential focused on designing sustainable, tax-efficient income strategies for retirement. 

  • ChFC® (Chartered Financial Consultant®)
    An advanced designation reflecting deep expertise in sophisticated financial planning strategies for complex client situations. 

Personal Life

Beyond his professional work, Doug has served his community in many ways. For five years, he was a volunteer firefighter and emergency medical technician with Tiger Mountain Fire and Rescue. He has also coached the King County Special Olympics Golf Team and taught Sunday school.

Doug is a lifelong hands-on learner. He is a landscape enthusiast, an avid woodworker who apprenticed under a master craftsman, and an O-gauge model railroad hobbyist. He also qualified for and competed in the U.S. Triathlon Series National Championship and, for 25 years, played 100 holes of golf on the summer solstice.

Doug and his wife, Lisa, have been married nearly 30 years and live in Redmond with their golden retriever, Ranger. They have two grown sons. Their oldest son, DJ, is also an advisor with Eagle Strategies.

Fun Facts

  • Favorite vacations: Bora Bora overwater bungalow and Route 66 road trip

  • Favorite sports team: Seattle Sounders

  • Favorite time of day: 5:00 AM, with a cup of Caribou Obsidian Roast

  • First 1099 job: Paper boy for the Bellevue American

  • First W-2 job: Grill cook at Dairy Queen in Newport Hills

  • Favorite author: J.R.R. Tolkien

Bellevue
10885 NE 4th Street
Suite 1400
Bellevue, Washington 98004
Manhattan
1 World Trade Center
39th Floor
New York, New York 10007
Disclosure

Doug Lambert is an agent of and licensed to sell insurance through New York Life Insurance Company and may be licensed with various other independent unaffiliated insurance companies in the states of AZ, CA (CA Insurance License #0G11726), CO, FL, GA, HI, KY, NJ, OR, PA, TX, VA, and WA. No insurance business may be conducted outside the states referenced.

Doug Lambert is a Registered Representative of and offers securities products & services through NYLIFE Securities LLC, Member FINRA/SIPC, a licensed insurance agency, and a wholly-owned subsidiary of New York Life Insurance Company, 10885 Ne 4th St Ste 1400, Bellevue, WA, 98004, 425-462-4931. In this regard, this communication is strictly intended for individuals residing in the states of AZ, CA, CO, FL, GA, HI, KY, MA, OR, PA, TX, VA, and WA. No offers may be made or accepted from any resident outside the specific states referenced.

Doug Lambert is also a Financial Adviser with Eagle Strategies LLC, a Registered Investment Adviser, and a wholly-owned subsidiary of New York Life Insurance Company, offering advisory services in the states of AZ, CA, CO, FL, GA, HI, KY, MA, OR, PA, TX, VA, and WA. As such, these services are strictly intended for individuals residing in the states referenced.

Farhod Sultonov is an agent of and licensed to sell insurance through New York Life Insurance Company and may be licensed with various other independent unaffiliated insurance companies in the states of CA (CA Insurance License #0M33608), FL, GA, IL, MA, MD, MO, NC, NJ, NY, OH, PA, TN, TX, VA, WA, and WI. No insurance business may be conducted outside the states referenced.

Farhod Sultonov is a Registered Representative of and offers securities products & services through NYLIFE Securities LLC, Member FINRA/SIPC, a licensed insurance agency, and a wholly-owned subsidiary of New York Life Insurance Company, 285 Fulton St 39th Fl, New York, NY, 10007, 646-898-7328. In this regard, this communication is strictly intended for individuals residing in the states of CA, FL, GA, IL, MO, NC, NJ, NY, OH, PA, TX, VA, WA, and WI. No offers may be made or accepted from any resident outside the specific states referenced.

Farhod Sultonov is also a Financial Adviser with Eagle Strategies LLC, a Registered Investment Adviser, and a wholly-owned subsidiary of New York Life Insurance Company, offering advisory services in the states of CA, FL, GA, IL, MO, NC, NJ, NY, OH, PA, TX, VA, WA, and WI. As such, these services are strictly intended for individuals residing in the states referenced.

Farhod Sultonov is a Member Agent of The Nautilus Group®, a service of New York Life Insurance Company.

Curtis Lightle is an agent of and licensed to sell insurance through New York Life Insurance Company and may be licensed with various other independent unaffiliated insurance companies in the states of AZ, CA (CA Insurance License #0F98842), CO, MA, MD, OR, UT, and WA. No insurance business may be conducted outside the states referenced.

Curtis Lightle is a Registered Representative of and offers securities products & services through NYLIFE Securities LLC, Member FINRA/SIPC, a licensed insurance agency, and a wholly-owned subsidiary of New York Life Insurance Company, 10885 Ne 4th St Ste 1400, Bellevue, WA, 98004, 425-771-8101. In this regard, this communication is strictly intended for individuals residing in the states of AZ, CO, GA, MA, OH, OR, TN, TX, UT, and WA. No offers may be made or accepted from any resident outside the specific states referenced.

Curtis Lightle is also a Financial Adviser with Eagle Strategies LLC, a Registered Investment Adviser, and a wholly-owned subsidiary of New York Life Insurance Company, offering advisory services in the states of AZ, CO, GA, MA, OH, OR, TN, TX, UT, and WA. As such, these services are strictly intended for individuals residing in the states referenced.

Kristin Montagne is an agent of and licensed to sell insurance through New York Life Insurance Company and may be licensed with various other independent unaffiliated insurance companies in the states of AZ, CA (CA Insurance License #4145195), CO, FL, ID, MT, SC, SD, TX, VA, and WA. No insurance business may be conducted outside the states referenced.

Kristin Montagne is a Registered Representative of and offers securities products & services through NYLIFE Securities LLC, Member FINRA/SIPC, a licensed insurance agency, and a wholly-owned subsidiary of New York Life Insurance Company, 10885 Ne 4th St Ste 1400, Bellevue, WA, 98004, 206-778-0407. In this regard, this communication is strictly intended for individuals residing in the states of AZ, CA, CO, MT, NC, OR, SD, TX, VA, and WA. No offers may be made or accepted from any resident outside the specific states referenced.

Kristin Montagne is also a Financial Adviser with Eagle Strategies LLC, a Registered Investment Adviser, and a wholly-owned subsidiary of New York Life Insurance Company, offering advisory services in the states of AZ, CA, CO, MT, NC, SD, TX, VA, and WA. As such, these services are strictly intended for individuals residing in the states referenced.

Douglas Lambert is an agent of and licensed to sell insurance through New York Life Insurance Company and may be licensed with various other independent unaffiliated insurance companies in the states of CA (CA Insurance License #4414251), FL, KY, NJ, PA, TX, VA, and WA. No insurance business may be conducted outside the states referenced.

Douglas Lambert is a Registered Representative of and offers securities products & services through NYLIFE Securities LLC, Member FINRA/SIPC, a licensed insurance agency, and a wholly-owned subsidiary of New York Life Insurance Company, 10885 Ne 4th St Ste 1400, Bellevue, WA, 98004, 425-281-9794. In this regard, this communication is strictly intended for individuals residing in the states of CA, CO, FL, MD, NJ, OR, PA, TX, VA, and WA. No offers may be made or accepted from any resident outside the specific states referenced.

Douglas Lambert is also a Financial Adviser with Eagle Strategies LLC, a Registered Investment Adviser, and a wholly-owned subsidiary of New York Life Insurance Company, offering advisory services in the states of CA, CO, FL, GA, MD, NJ, OR, PA, TX, VA, and WA. As such, these services are strictly intended for individuals residing in the states referenced.

Neither New York Life Insurance Company nor its agents or affiliates provide tax, legal, or accounting advice. Please consult your own tax, legal, or accounting professional before making any decisions.

For more information about NYLIFE Securities LLC and its investment professionals.

Click here
  • What is Total Economic Wealth
  • Our People
  • Expertise
  • Strategic Partnerships
  • Client Login
  • Let’s Talk

Copyright 2026. New York Life Insurance Company. All Rights Reserved.

Privacy Policy

NYLIFE Securities LLC, Member FINRA/SIPC.

For additional information, visit Customer Relationship Summary.pdf

Your Privacy Choices