‘We Were Just Conned,’ Client Says of Advisor’s Alleged $8M Ponzi Scheme Reviewed by Momizat on . About a decade ago, Harriet and Jeffrey Taniyama went in search of a financial planner "just to make sure we were headed in the right direction" with respect to About a decade ago, Harriet and Jeffrey Taniyama went in search of a financial planner "just to make sure we were headed in the right direction" with respect to Rating: 0
You Are Here: Home » QuickPress » ‘We Were Just Conned,’ Client Says of Advisor’s Alleged $8M Ponzi Scheme

‘We Were Just Conned,’ Client Says of Advisor’s Alleged $8M Ponzi Scheme

About a decade ago, Harriet and Jeffrey Taniyama went in search of a financial planner “just to make sure we were headed in the right direction” with respect to retirement, Harriet Taniyama says. The one they found, a former FINRA-licensed advisor named Christopher Dougherty in San Diego, persuaded them that they not only had enough money to retire but also to invest in his own ventures, including an organic farm and a real estate business.

To read the full article in Financial Planning, click: ‘We Were Just Conned,’ Client Says of Advisor’s Alleged $8M Ponzi Scheme.

The National Association of Certified Valuators and Analysts (NACVA) supports the users of business and intangible asset valuation services and financial forensic services, including damages determinations of all kinds and fraud detection and prevention, by training and certifying financial professionals in these disciplines.

Number of Entries : 2605

©2024 NACVA and the Consultants' Training Institute • Toll-Free (800) 677-2009 • 1218 East 7800 South, Suite 301, Sandy, UT 84094 USA

event themes - theme rewards

Scroll to top
G-MZGY5C5SX1
lw