Charlotte Dougherty, Cfp® Email and Phone Number
Charlotte Dougherty, Cfp® work email
- Valid
- Valid
Charlotte Dougherty, Cfp® personal email
Charlotte Dougherty, Cfp® phone numbers
Committed to helping clients grow and protect their money through sound financial planning and wealth management.Founded by Charlotte Dougherty, CFP®, we are an award-winning, nationally recognized, financial planning & wealth management firm, helping individuals, families, business owners & businesses achieve their true financial potential. We serve as client partners, advocates & advisors during all phases of the financial journey. We offer customized, holistic financial services to integrate, organize & simplify our clients’ financial lives, and help achieve their financial goals. Our services include, but are not limited to:• Family wealth planning for every generation• Retirement & inheritance planning• Concentrated stock analysis & risk reduction strategies• Estate preservation & transfer strategies• Trust, foundation & qualified plan investments• Business succession planning• Deferred compensation strategies• Financial planning as an executive benefit• Transition strategies for unexpected situations We take time to understand your goals & the worries that keep you up at night, so we can strategize & customize a holistic plan. We work closely with you to continually measure & monitor your plan’s progress & proactively address any potential impediments to success, so you can look forward to life as you imagined it. Realize life as you imagine it; call us today:Dougherty & AssociatesTowers of Kenwood-East8044 Montgomery Rd., Ste. 450Cincinnati, OH 45236Toll-free: 1-800-225-6647P: 513-745-7007F: 513-745-9708Securities and investment advisory services offered through Osaic FA, Inc., member FINRA/SIPC. Osaic FA is separately owned and other entities and/or marketing names, products or services referenced here are independent of Osaic FA.
-
FounderDougherty, Tedesco & AssociatesCincinnati, Oh, Us
-
Financial AdvisorOsaic Fa Jan 1980 - PresentCincinnati Area, KyCharlotte Dougherty began advising individuals and business owners, and people dealing with significant life events such as job promotion, inheritance, divorce or sale of a business. She built a successful financial planning practice and often is at the center of a team of advisors, including a client's accountant or attorney, in coordinating strategies for retirement, estate planning and wealth management. Dougherty & Associates developed as a result of the expansion of the practice with the addition of exceptionally qualified advisors to meet practice and client needs. CRN-5498999-030723
-
OwnerDougherty & Associates Jan 1999 - Present8044 Montgomery Road, Suite 450, Cincinnati, Oh 45236Charlotte grew her financial planning practice into an ensemble group of dedicated professionals dedicated to the financial success of those Dougherty & Associates serves first, last and always.We specialize in strategic financial advice and wealth management for individuals, business owners and professionals. We are your custom wealth advisors.We deliver holistic planning. We have digital planning capabilities. We are independent and fee based. • Retirement Income Planning • Wealth Preservation• Wealth Management• Investment Strategies• CERTIFIED FINANCIAL PLANNER™ Practitioner• Holistic Financial Plans
Charlotte Dougherty, Cfp® Skills
Charlotte Dougherty, Cfp® Education Details
Frequently Asked Questions about Charlotte Dougherty, Cfp®
What company does Charlotte Dougherty, Cfp® work for?
Charlotte Dougherty, Cfp® works for Dougherty, Tedesco & Associates
What is Charlotte Dougherty, Cfp®'s role at the current company?
Charlotte Dougherty, Cfp®'s current role is Founder.
What is Charlotte Dougherty, Cfp®'s email address?
Charlotte Dougherty, Cfp®'s email address is ch****@****lfg.com
What is Charlotte Dougherty, Cfp®'s direct phone number?
Charlotte Dougherty, Cfp®'s direct phone number is +151351*****
What schools did Charlotte Dougherty, Cfp® attend?
Charlotte Dougherty, Cfp® attended Miami University.
What are some of Charlotte Dougherty, Cfp®'s interests?
Charlotte Dougherty, Cfp® has interest in Golf, Travel, Reading.
What skills is Charlotte Dougherty, Cfp® known for?
Charlotte Dougherty, Cfp® has skills like Retirement Planning, Retirement, Financial Advisory, Strategic Financial Planning, Investments, Wealth Management, Wealth Management Services, Strategy, Financial Analysis, Securities, Investment Strategies, Wealth.
Free Chrome Extension
Find emails, phones & company data instantly
Aero Online
Your AI prospecting assistant
Select data to include:
0 records × $0.02 per record
Download 750 million emails and 100 million phone numbers
Access emails and phone numbers of over 750 million business users. Instantly download verified profiles using 20+ filters, including location, job title, company, function, and industry.
Start your free trial