Tad Doughty
Financial Advisor
ChFC®, CFS®
With more than 20 years of experience, Tad Doughty is a Chartered Financial Consultant® and Certified Fund Specialist® in Allworth’s Roseville, California, office who specializes in guiding clients through every stage of their financial journey — from building wealth, to planning for retirement, to protecting and preserving family legacies. He and his wife, Stephanie, have raised two children, Hannah and Noah, who are now grown and building their own paths. They also share their home with their beloved golden retriever, Riley. In his spare time, Tad enjoys golfing, family genealogy, and is proud to be a direct descendant of both a signer of the Declaration of Independence and a Mayflower passenger—a reminder of how our past shapes the legacy we leave behind.
I believe in building long-term relationships rooted in trust, transparency, and partnership—and it all begins with listening. Because everyone’s financial journey is unique, I take the time to understand not just my clients’ financial goals, but their values, priorities, what matters most to them and their family, and even the "what ifs" that keep them up at night. From there, I gather detailed information and help them clarify both short-term needs and long-term objectives.
Once I understand their full picture, I design a customized financial strategy tailored to their specific stage of life—whether they're focused on building wealth, preparing for retirement, or preserving their family’s legacy. Throughout the process, I simplify complex strategies into clear, actionable steps so they can make confident, informed decisions. My goal is to help clients achieve financial clarity and peace of mind so they can focus on living the life they’ve worked hard to build.
As a husband, father, and history enthusiast, I understand the importance of building something that lasts. That’s why I’m dedicated to walking alongside my clients, guiding them through the challenges, and celebrating when they cross the finish line—whether that’s retiring on their terms, building generational wealth, or simply having the freedom to enjoy life without financial stress. There’s nothing better than seeing clients who once felt helpless grow in confidence, take control of their financial future, and ultimately thrive. That transformation is the best part of what I do. It’s what gets me out of bed every morning.
ChFC®: Chartered Financial Consultant®
CFS®: Certified Fund Specialist®
I believe that financial clarity is one of the greatest gifts you can give yourself and your family—freeing you to focus on what matters most.
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