Jack L. Dugan, CFP<sup>&reg;</sup> - Financial Advisor

Jack L. Dugan, CFP®

MSBA, AIF®

Pure Financial Advisors, Inc.

3131 Camino Del Rio N
San Diego, CA 92108
(619) 814-4100

General

Jack Dugan is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at Pure Financial Advisors, Inc. in San Diego, CA and the surrounding communities.

Financial Advisor Experience

Jack is a graduate from San Diego State University with a Masters Degree concentrating in Personal Financial and Tax Planning. In 2008 Jack was recognized as one of “America’s Top Financial Planners” by the Consumers’ Research Council of America. Jack has been named as one of San Diego’s Top Wealth Managers for 5 consecutive years (2010-2014). His personal business experience has enabled him to assist executives and individuals with comprehensive financial planning that “makes sense”. Jack is also a five star member of the Paladin Registry for financial advisors and a member of the Financial Planning Association.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER™ (CFP®)
  • Other - MSBA, AIF®

Insurance Licenses

  • Life insurance
  • Health/disability insurance
  • Property/casualty

Financial Advisor's Specialties

Budget & Debt Management, Comprehensive Financial Planning, Attending College, 401(k)/403(b)/IRAs, Charitable & Planned Giving, Asset Allocation, Estate Planning, Investment Management, Employee Benefits, Insurance, Real Estate, Retirement, Stocks & Bonds, Long-term Care, Sudden Wealth, Personal Taxes

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