Park Dougherty, CRPC®
First Vice President - Investment Officer

Accumulating assets for retirement and generating sufficient income from them are tall orders these days.  Since 1985, I have been helping families and organizations achieve a variety of financial goals; but maximizing their retirement plans and income is my specialty. 

As a Chartered Retirement Planning CounselorSM and Wells Fargo Advisors Fundamental Choice Portfolio Manager, I have advanced training in and state-of-the-art tools for helping clients build retirement capital and maximizing income from it. Our Life Planning Process (the Envision® process) helps pre-retirees gain confidence they will accomplish their goals without unnecessary sacrifice or risk. It begins with a customized estimate of retirement expenses - including health care costs. Our Retirement Income Process helps retirees match their income goals to the income potential of their portfolios so their capital can last throughout their lifetimes and then fund their legacy goals.  

To help companies and non-profits with their retirement plans, I partner with a Chartered Retirement Plans SpecialistSM  who also holds the C(k)P®  Certified 401(k) Professional designation. Together, we help employers follow a process for improving their employees’ retirement readiness, managing fiduciary risk, improving operational efficiency and streamlining investment selection and analysis.

If you are looking for seasoned assistance with improving your retirement plan or maximizing the income you receive from it, give me call.

Park Dougherty,  

First Vice President - Chartered Retirement Planning CounselorSM  

Fundamental Choice Portfolio Manager