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Gregory M Doherty, CPA – Financial Expert
Gregory M Doherty is a highly experienced Certified Public Accountant (CPA) who specializes in providing financial advice and expertise to his clients. With his extensive knowledge and years of experience in the financial industry, he has become a trusted and reliable partner for individuals and businesses seeking to manage their wealth and achieve their financial goals. However, Gregory M Doherty does not boast about his expertise and instead lets his actions speak for themselves.
How does the advisor help clients – Key Takeaways:
Gregory M Doherty works closely with each of his clients to understand their unique financial goals and objectives. He then uses his expertise to provide personalized financial strategies and solutions that align with their specific needs. By doing so, he helps his clients in the following areas:
- Creating personalized financial plans to help achieve long-term goals.
- Assisting in investment management and asset allocation.
- Providing tax planning and strategies to maximize savings.
- Offering retirement planning and wealth preservation advice.
- Helping clients understand and navigate complex financial topics.
Facts and Insights:
Gregory M Doherty has been a Certified Public Accountant (CPA) since 2005 and has over 15 years of experience in financial services. He is highly educated and holds a Bachelor’s degree in Accounting and a Master’s degree in Taxation. With his extensive knowledge and experience, he has become a sought-after expert in the financial industry.
He is currently affiliated with the following professional associations:
- American Institute of Certified Public Accountants (AICPA)
- New York State Society of Certified Public Accountants (NYSSCPA)
- Investment Management Consultants Association (IMCA)
Assets Under Management, Number of Advisors and Time in Business:
| Year | Assets Under Management (AUM) | Number of Advisors |
|---|---|---|
| 2021 | $50 million | 3 |
| 2020 | $35 million | 2 |
| 2019 | $25 million | 1 |
Gregory M Doherty’s current assets under management are approximately $50 million, with a team of 3 advisors who are dedicated to providing exceptional financial services to their clients. With 15 years in the industry, Gregory M Doherty has established himself as a trusted and reputable financial advisor.
Financial Services Offered:
As a Certified Public Accountant (CPA), Gregory M Doherty offers a wide range of financial services to his clients. These services include, but are not limited to:
- Investment management
- Tax planning and preparation
- Estate planning and wealth preservation
- Retirement planning
- Insurance planning
- Business financial planning
Client Types:
Gregory M Doherty works with a diverse range of clients, including individuals, families, and businesses of all sizes. His client base consists of but is not limited to the following:
- High-net-worth individuals seeking personalized financial plans
- Business owners looking for financial and tax planning advice
- Retirees planning for a comfortable and secure retirement
- Young professionals seeking guidance on wealth management
Fees & Compensation:
Gregory M Doherty operates under a fee-only compensation model, meaning that he does not receive commissions or kickbacks for any financial products or investments he recommends to his clients. He believes this allows