CoverProfile

Tim Dougherty

Financial Advisor

Wealth Planning Corporation

United States, Ohio, Cincinnati

About Me

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.

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

Profile Photo
Noah Sayre
Financial Planning & Investment Associate
PS
Patrick Scarborough
Chief Investment Officer
TS
Todd Steinbrink
President
Profile Photo
Todd Lyon
Wealth Advisor, CFP® Professional

You Might Like

KA
Kimberly A. Griego-Kiel
Founding Partner Emerita
Horizons Sustainable Financial Services
DH
Darla Hansen
Chief Administrative Officer
Corvus Wealth Advisors
ME
Michelle Elliott
Chief Operating Officer & Senior Client Service Manager
Kowalski Financial
JB
Jared Burke
Chief Operating Officer
Crescent Wealth Partners