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Affiliations

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The Certified Financial Planner Board of Standards is a professional regulatory organization that promotes ethics, integrity and professional standards in personal financial planning.  This gives the public an opportunity to have access to -- and benefit from -- competent, ethical, financial planning.  Individuals who meet rigorous certification requirements are certified by the CFP Board to use its certification trademark.

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The Financial Planning Association is the largest association of professionals dedicated to championing the financial planning process.  FPA members are committed to supporting the financial planning process and to helping people make smarter decisions to achieve their goals and dreams.

The Journal of Financial Planning is a peer reviewed publication, considered to be the premier "academic" journal of the planning profession.  The mission of the Journal of Financial Planning is to expand the body of knowledge of the financial planning profession.  Patrick currently serves on the Editorial Review Board of the JFP.

The Southern Methodist University's Professional Education Program offers a Certificate Program in Personal Financial Planning, a CFP-Board registered curriculum.  Patrick Dougherty is an instructor with the program, teaching the Capstone Case Study course.

Investments and Wealth Institute delivers the premier investment consulting and wealth management credentials and world-class educational offerings through membership, conferences, research, and publications. The Institute sets the standards and practices for the investment management consulting profession.

Dimensional is a new kind of investment firm.  Over the years, they have translated financial science into real world investment solutions, and through their revolutionary approach, investors may seek to capture what the market offers in all its dimensions.  Rather than trying to take advantage of the ways markets are mistaken, they take advantage of the ways markets are right.

The Dallas Estate Planning Council is a non-profit professional association.  The primary mission of the Dallas Estate Planning Council is to provide our members with the latest tools and techniques in estate planning.

Schwab Institutional provides third party custodian, security brokerage, banking, and related financial services to independent investment advisors.

The FBI Dallas Citizens' Academy's mission is to foster a greater understanding of the FBI's role in the community through open discussion and to support the FBI's efforts to deliver information about their role, tools, tactics, jurisdiction, and vision for the future in the national law enforcement, homeland defense, Cyber crime, White Collar crime and counter-terrorism on all levels.  Patrick Dougherty is an alumnus of the class of 2009, and member of DCA's alumni association.

The Josephson Institute is dedicated to improving the ethical quality of society by advocating principled reasoning and ethical decision making.

The Mensa Education and Research Foundation is a philanthropic, non-profit organization committed to the pursuit of excellence in the area of intelligence.

The Mission of the Patriot Guard Riders is to attend the funeral services of fallen American heroes as invited guests of the family.  Each mission we undertake has two basic objectives:
     1) Show our sincere respect for our fallen heroes, their families, and their communities.
     2) Shield the mourning family and their friends from interruptions created by any protester or group of
          protesters.  We accomplish the latter through strictly legal and non-violent means.

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