Charlotte A. Dougherty,  CFP<sup>&reg;</sup> - Financial Advisor

Charlotte A. Dougherty, CFP®

Dougherty & Associates

8044 Montgomery Rd., Suite 450
Cincinnati, OH 45236
(513) 745-7007

General

Charlotte Dougherty is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at Dougherty & Associates in Cincinnati, OH and the surrounding communities.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

7, 63, 65

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER™ (CFP®)
  • Other - CLU

Broker-Dealer Affiliation

None/NA

Broker-Dealer Disclaimer


Financial Advisor's Specialties

Comprehensive Financial Planning, 401(k)/403(b)/IRAs, Charitable & Planned Giving, Annuities, Asset Allocation, Estate Planning, Investment Management, Limited Partnerships, Getting Divorced, Employee Benefits, Mutual Funds, Real Estate, Retirement, Stocks & Bonds, Sudden Wealth, Women's Finances

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