Pat Dougherty, CFP

Registered Represenative

Phone: 201 944-2212
Fax: 201 363-0838


Pat has been working in the financial services field since 1982 assisting clients in 
setting goals and selecting financial strategies appropriate for their 
needs.  She is a Certified Financial Planner who also holds securities 
licenses Series 7 and Series 63, as well as insurance licenses in NJ and NY. In 
addition, Pat maintains an income-tax preparation practice for clients who need 
this service.

Prior to training for and working in the financial field, Pat’s bachelor’s 
and master’s degrees in music performance led to a career in music. When she 
has the time and the opportunity, she still enjoys participating in musical 
performances in the NJ and NY area. Other outside interests include hiking, 
reading and enjoying family and friends.

Phone: (201) 944-2212
Fax: (201) 363-0838