Tim is a graduate of University of Cincinnati with a Bachelor of Finance. Employed in the financial services industry since 2013. Experience with providing planning and advice on various financial topics, including investment strategies, goal planning, and retirement readiness. He is married to Christy with son, Wells. He enjoys watching and attending UC Bearcat and Cincinnati Bengals football games. Loves boating and vacationing to warmer weather with friends and family.

Tim Dougherty
Financial Advisor
Wealth Planning Corporation
United States, Ohio, Cincinnati
About Me
Profile Information
Financial Advisor
Wealth Planning Corporation
Investment Team
Investor
RIA/Wealth Manager/Asset Manager
Cincinnati
Ohio
United States
Oct 5, 2024
Work Experience
Wealth Planning Corporation
Financial Advisor Feb 2022 - Present
Email: tim@wealthp.com
More profiles to browse
TS
Todd Steinbrink
President
Jerry Yox
Lead Advisor
Noah Sayre
Financial Planning & Investment Associate
PS
Patrick Scarborough
Chief Investment Officer
You Might Like
KA
Kimberly A. Griego-Kiel
Founding Partner Emerita
Horizons Sustainable Financial Services
RA
Richard A. Davies
Partner, COO & CCO
O‘Brien Wealth Partners LLC
PG
Patricia Gee
Operations
Manhattan Family Office
PM
Prtima MISHRA1
Software Engineer
PA TEST