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Bernard Dougherty, CFP®

Senior Vice President

Bernard Dougherty, CFP®

Senior Vice President

Location: Downtown Pittsburgh - Corporate Headquarters
Phone: (412) 434-0990 x 1507

 

Bernard J. Dougherty is a CFP® professional, Registered Investment Representative, Licensed Insurance Agent and Senior Vice President with Hefren-Tillotson.

Bernie is a graduate of Grove City College with a B.A. Degree in Financial Planning and minor in Economics. Since joining Hefren-Tillotson in 1993, Bernie has completed masters level coursework in the areas of Taxation and Estate Planning.

An experienced member of the Hefren-Tillotson team, Bernie specializes in Comprehensive Financial Planning, Retirement Transitions, and Investment Management. He recognizes that financial success brings increased responsibilities and complexity. Through Hefren-Tillotson's MASTERPLAN approach, Bernie reviews and advises on all aspects of clients' financial situation; from Investment Advisory to Retirement Income and Long Term Care Planning.

Previously, Bernie was with the Ayco Corporation, a tax and financial advisory firm serving Senior Executives of the Fortune 500. He is experienced with the unique issues that confront Corporate Executives such as Stock Option/AMT Planning; Deferred Compensation; Concentrated Security positions and Estate Planning.

The youngest of ten children, Bernie learned early-on the value of a dollar. He and his wife Ronna keep active with their three children.

Bernie is a multi-year FIVE Star Wealth Manager Award winner presented by Five Star Professional.

Certified Financial Planner Board of Standards, Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and federally registered CFP (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements.

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Hefren.com is sponsored by Hefren-Tillotson, Meticulous Wealth Management Since 1948. Hefren-Tillotson is headquartered in Pittsburgh, Pennslvania and has locations in Downtown Pittsburgh, Butler, Greensburg, Wexford and Southpointe in the South Hills. Our financial advisors and investment advisors offer full service, personalized financial planning and retirement planning. Our MASTERPLAN approach can help you plan for the future with a focus on asset management and portfolio management. If you’re looking for time-tested financial advice in the Pittsburgh area, Hefren-Tillotson financial planners are here to help. Securities offered by Hefren-Tillotson, Inc., member of FINRA and SIPC.