Our Firm | Julie Dougherty, CFP®

Julie A. Dougherty, CFP®

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 cohost 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 longtime colleagues formed Camelback Retirement Planners in 2003.

Julie became a CERTIFIED FINANCIAL PLANNER™ Professional in 1992. She regularly participates in continuing education programs and conferences.

Julie is a registered representative and investment adviser representative of Commonwealth Financial Network®, member FINRA/SIPC, a registered investment adviser.

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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