OUR TEAM | Julie Dougherty, CFP®

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Julie A. Dougherty, CFP®
602.424.7506
jdougherty@camelbackrp.com

Julie is recognized as a leading financial consultant in the Phoenix area, specializing in retirement planning and asset and income management. A well-known host and co-host of financial radio talk shows at several local radio stations, she is heard every weekday morning on KFNN's “Business for Breakfast” show.

A lifelong resident of Phoenix, Julie decided against attending law school in favor of becoming a financial consultant after her family needed help in this area. Her career began in 1981 with IDS Financial Services, now a division of American Express. In 1987, she joined The Acacia Group, where she spent 15 years continuing to build a successful financial planning practice. Julie and several of her long-time colleagues formed Camelback Retirement Planners in 2003.

Julie became a Certified Financial Planner in 1992. She regularly participates in continuing education programs and conferences.

Julie is a Registered Representative and Investment Advisor Representative of Commonwealth Financial Network, member FINRA/SIPC, a registered Investment Advisor.



CFP®, CERTIFIED FINANCIAL PLANNER™ andare certification marks owned by the Certified Financial Planner Board of Standards, Inc. These marks are awarded to individuals who successfully completethe CFP Board's initial and ongoing certification requirements.

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