Advisor profile

My approach

Dan Dougherty - My approach photo

Build confidence in your financial future

Answer a few questions to see where you stand across key financial areas. Our 3-Minute Confident Retirement ® check can help you gauge your retirement readiness, and see how your financial confidence compares to others. Let’s talk about how I can help you set and reach your financial goals for today and tomorrow.

Dan Dougherty - My approach photo

Areas of focus

  • Retirement Planning Strategies
  • Business Retirement Plans
  • Estate Planning Strategies
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.


  • Arizona State University- Masters of Business Administration
  • University of Arizona- Bachelors of Science- Marketing


Running Marathons- completed the Marine Corps Marathon 6 times

Coaching- coached for youth sports programs for the last 10 years

Volunteering- served with local soup kitchen as well as non-profit board memberships

Community participation

Scarborough Public Library, Former Board Trustee

I’m here to support you during the COVID-19 outbreak

I remain open for business and am here to help you navigate the volatile markets. I am happy to talk through any concerns or questions you may have, through whatever means are most comfortable for you.