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.
Susan joined Camelback Retirement Planners in October 2015. As a registered assistant, Susan works closely with Julie and Jared to help ensure that clients receive excellent customer service. She handles service calls and works diligently to assure that all client matters are handled efficiently.
Susan has been working in the financial service industry for more than 15 years. She is a graduate of Iowa State University with a BS in finance and minor in accounting. She holds FINRA Series 7, 24, and 66 securities registration through Commonwealth Financial Network®. Additionally, she is an Arizona Notary Public and holds her Arizona Life and Health Insurance license.
Susan and her husband, Mike, live in Phoenix with their sons, Sam and Ben. In her free time, Susan enjoys watching her sons sporting events and traveling.