Steven Pugh's Location
California, United States
Steven Pugh's Work
- Financial Planner @ Lincoln Financial Network
- Account Representative Dealer Services Division @ Triad Systems
- Senior Accounts Receivable Representative @ Tektronix
- Senior Information Services Sales Lead @ Triad Systems
Steven Pugh's Education
- University of California, Davis
Bachelor’s Degree (Business/Managerial Economics)
1982 - 1986 - Monte Vista High School, Danville CA
High School
1978 - 1982
Steven Pugh's Skills
- Strategic Financial Planning
- Wealth Management
- Investment Strategies
- Retirement Planning
- Risk Management
- Portfolio Management
- Business Succession Planning
- Long-term Care
- Estate Planning
- Disability Insurance
Steven Pugh's Summary
Steven Pugh, based in California, United States, is currently a Financial Planner at Lincoln Financial Advisors, bringing experience from previous roles at Triad Systems Corporation and Tektronix. Steven Pugh holds a 1982 - 1986 Bachelor’s Degree in Business/Managerial Economics @ University of California, Davis. With a robust skill set that includes Strategic Financial Planning, Wealth Management, Investment Strategies, Retirement Planning, Risk Management and more, Steven Pugh contributes valuable insights to the industry. Steven Pugh has 5 emails on RocketReach.
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