David J. Dugger,  CFP<sup>&reg;</sup> - Financial Advisor

David J. Dugger, CFP®

CPA,

Partner

Westbrooks Dugger & Westbrooks

2600 N Central Expressway, Ste 575
Richardson, TX 75080
FINANCIAL ADVISOR'S WEBSITE
(469) 621-1800

General

David Dugger is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at Westbrooks Dugger & Westbrooks in Richardson, TX and the surrounding communities.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

7, 63

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER™ (CFP®)
  • Certified Public Accountant (CPA)

Insurance Licenses

  • Life insurance

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Financial Advisor's Specialties

Comprehensive Financial Planning, Attending College, 401(k)/403(b)/IRAs, Buying a Home, Charitable & Planned Giving, Annuities, Asset Allocation, Career Change, Estate Planning, Investment Management, Getting Divorced, Employee Benefits, Mutual Funds, Getting Married, Job Loss, Insurance, Life Planning, Retirement, Stocks & Bonds, Long-term Care, Starting a Family, Succession Planning, Sudden Wealth, Men's Finances, Nontraditional Households, Special Needs, Personal Taxes, Women's Finances

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