Patrick Dougherty
WPWealth Principal
Patrick Dougherty serves clients in creating custom solutions for wealth accumulation, management, and protection, and multi-generational transfers. Patrick is a Certified Financial Planner™ (CFP®) and Accredited Estate Planner© (AEP©). Patrick has had exceptional experience in providing financial planning/investment management strategies such as equity immunization, tax planning, estate planning, risk management, retirement incoming planning, human, financial, and social capital planning as well as family legacy planning.
Patrick Dougherty
WPWealth Principal
Patrick Dougherty serves clients in creating custom solutions for wealth accumulation, management, and protection, and multi-generational transfers. Patrick is a Certified Financial Planner™ (CFP®) and Accredited Estate Planner© (AEP©). Patrick has had exceptional experience in providing financial planning/investment management strategies such as equity immunization, tax planning, estate planning, risk management, retirement incoming planning, human, financial, and social capital planning as well as family legacy planning.
Patrick previously served as an instructor at Southern Methodist University where he taught courses in Financial Planning Strategies and Case Studies that served as the capstone course for the SMU Certified Financial Planner™ Certificate program. In addition, he is often quoted in the media, to include: Dallas Morning News; Investor’s Business Daily; Money Magazine; Journal of Financial Planning; etc.
Professional Affiliations
Member, Dallas Chamber Symphony Board of Directors
Graduate, Dallas Regional Chamber’s Leadership Dallas Class of 2019
Member, InfraGard Partnership for Protection
Member, Editorial Review Board of the Journal Financial Planning
Member, Financial Planning Association
Member, Dallas Estate Planning Council of the National Association of Estate Planners & Councils
Named, Best Financial Planners in Dallas List by D Magazine
Named, Five Star Wealth Manager List by Texas Monthly Magazine
Professional Certifications
- Certified Financial Planner™ (CFP®)
- Accredited Estate Planner© (AEP©)
Education
- B. A., University of North Texas
- MBA in Financial & Estate Planning, University of Dallas