Our Team

Douglas began his business career in 1963 with Deloitte & Touche, an international accounting firm. At Deloitte & Touche, he specialized in Retirement and Tax Planning for businesses and individuals. He retired in 1982 as Partner in Charge of the Sacramento Office of Deloitte & Touche to start his own firm.

Behl Financial is a complete financial services firm. The firm specializes in providing financial, retirement and tax planning for individuals and businesses, including planning for school employees, doctors, lawyers and business owners. Douglas is an LPL Investment Advisor Representative and Certified Public Accountant.

Douglas holds the following FINRA Securities registrations through LPL Financial:

• Series 7
• General Principal (Series 24)
• Interstate (Series 63)

He also holds a California Life and Health Insurance License:

• CA Insurance #0737430

Krista has a Bachelor of Arts degree from University of California at Santa Barbara and a Master’s Degree in Education from California State University, Sacramento.

Krista joined Behl Financial in 2001 and is responsible for client relations and data management. Additionally, Krista serves as the business services administrator. Krista is an LPL Investment Advisor Representative and CTEC Registered Tax Preparer.

Krista holds the following FINRA Securities registrations through LPL Financial:

• Series 7
• Uniform Combined ST Law (Series 66)

She also holds a California Life and Health Insurance License:

• CA Insurance #0D45457