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

Patrick Dougherty, CFP®

MBA, AEP©

President

WPWealth

1919 Camden Way
Carrollton, TX 75007-2401
FINANCIAL ADVISOR'S WEBSITE
(469) 598-7944

General

Patrick Dougherty is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at WPWealth in Carrollton, 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

More

Helpful Financial Planning Resources