(412) 434-0990
Form CRS & Related Disclosures | Blog
Senior Vice President

Bernard Dougherty, CFP®

Bernard.Dougherty@hefren.com
(412) 434-0990 x 1507
Corporate Headquarters

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

Ready to take the first step toward your financial future?
Send Bernard a Message

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.

Bernard 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.

Hefren-Tillottson was awarded top rated financial advisory firm by AdvisoryHQ in 2020
Hefren-Tillottson was awarded best places to work by Pittsburgh Business Times in 2019
Hefren-Tillottson has an A+ Better Business Bureau rating
Bernard is available to help you with your investments and answer your questions.
Send Bernard a Message
Send a Message to
Bernard Dougherty
and take the first step towards your financial future.
  • This field is for validation purposes and should be left unchanged.

Use the following form for general inquiries. Do not send transaction orders (e.g., trade instructions), as it is our policy not to accept such items electronically. Requests for financial instructions must be confirmed by phone or in person with a Hefren-Tillotson representative prior to initiation.

What can we help you find?