William P. ‘Bill’ Dougherty, CPA, CFP®, PFS

The owner and principal of Dougherty & Associates CPA’s since 1990, Bill is an accounting and Financial Services entrepreneur providing financial and tax advice for over 27 years in the Coeur d’Alene/Post Falls, Idaho area.

Bill has built a successful financial services firm, Wealth Management Strategies, LLC, with a diverse clientele of regional and international individuals, businesses, trusts, and not-for-profits. His areas of expertise include tax planning, estate planning, investment portfolio selection, risk management and real estate investment strategies.

Affiliations:

• Financial Planing Association
• American Institute of Certified Public Accountants (AICPA)
• Idaho Association of Public Accountants
• Idaho Society of Certified Public Accountants
• Schwab Institutional®
• Greater Coeur d'Alene Chamber of Commerce
• Hayden Area Chamber of Commerce
• Post Falls Chamber of Commerce
• Affiliate, Coeur d'Alene Association of Realtors

Contact Bill:

bill@doughertycpa.com