Peter Dougherty, CFP®, CRPC®, EFP (Spain)

Peter Dougherty, CFP®, CRPC®, EFP (Spain)

Financial Planner, BISSAN Wealth Management

Peter Dougherty, CFP®, CRPC®, EFP (Spain), is a financial planner at Spain's BISSAN Wealth Management, where he specializes in advising Americans living in the country. He is a dual-certified financial planner, holding the CFP® designation in the U.S. and the European Financial Planner (EFP) certification in Spain.

Peter earned his MBA in finance in the United States and his MS in taxation (Máster en fiscalidad y tributación) in Spain. Prior to becoming a financial planner, he spent 20 years as a bond specialist at Wall Street investment banks First Boston, Lehman Brothers and Bank of America Merrill Lynch.

Peter is the money and finance columnist for Olive Press News, one of Spain's leading expat newspapers. He is also the author of two financial planning books, one in English, The Dougherty Code: Secrets of Financial Planning in Spain Revealed, and the other in Spanish, La Hoja de Ruta Fiscal y Financiera para los españoles en EE.UU.

Email: pdougherty@bissan.es | Website: www.bissan.es | LinkedIn

Latest articles by Peter Dougherty, CFP®, CRPC®, EFP (Spain)

Map of Spain filled with the red and yellow stripes of the national flag and the national coat of arms
Moving to Spain? Why You Need a Flexible Financial Plan

Moving to Spain? It can be more practical to rent before you buy. And not rushing into irreversible choices can make it easier if life brings you back home.