Peter Doherty

Financial Consultant, MBA, CFP®, EA, CExP
Main: (781) 235-4426 ext. 136
Direct/Text: (508) 545-7475

pjd@assetstrategy.com

Peter is a Financial Consultant who understands the wants and needs of families, individuals, and business owners. In previous roles he has held positions as a Finance Partner at Fortune 500 companies, provided guidance to high-growth SMBs, and built several successful ventures of his own. As an advisor, he helps his clients build plans that lead to greater financial stability at home and, when applicable, in their business(es). His strategies consider holistic factors that will help his clients create, manage, and protect value in their most important assets.

Peter holds an MBA from the Isenberg School at the University of Massachusetts Amherst, a BS in Business Administration from Merrimack College, and a CEXP from the Business Enterprise Institute. He resides in Walpole with his wife, Jessica, and their two children. He is active in the local community and serves on the Board of the Gifford Animal Shelter. In his free time, Peter enjoys Golfing, Skiing, and playing Ice Hockey.

Outside of Work

Family Man

Always making time for what matters most!

Riff Machine

From hard rock riffs to acoustic jams, guitar has always been my creative outlet.

Ice & Outdoors Enthusiast

Whether it’s hockey under the lights on my backyard pond, a round of golf, carving down ski slopes, or tending my garden, I love being active and outside.

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