Patrick  Dougherty,  CFP<sup>&reg;</sup> - Financial Advisor

Patrick Dougherty, CFP®

MBA, AEP©

President

Dougherty Wealth Management, LLC

16610 Dallas Parkway, Suite 1250
Dallas, TX 75248
(214) 550-8989

General

Patrick Dougherty is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at Dougherty Wealth Management, LLC in Dallas, TX and the surrounding communities.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

Designations & Certifications

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

Financial Advisor's Specialties

Comprehensive Financial Planning, Asset Allocation, Estate Planning, Investment Management, Getting Divorced, Life Planning, Retirement, Sudden Wealth

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