David Pugh, ChFC®

Wealth Advisor

 

 

As a Wealth Advisor at The Burzynski Group, David is committed to helping clients navigate the complex world of retirement and personal finance.

David is a proud Central Michigan University Alumni with a degree in Logistics Management & Marketing. David earned the Chartered Financial Consultant designation from the American College of Financial Services in 2018. The ChFC®designation is an industry-recognized mark of excellence that demonstrates a financial advisor’s breadth and depth of knowledge in the most important areas of financial planning.

David and his wife, Christine, have two sons. On weekends and evenings, you can find him teaching his sons new skills and playing in the yard. In addition to spending time with his family he enjoys playing basketball, woodworking and snowboarding.

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Disclosure

Insurance products are offered through the insurance business The Burzynski Group.  The Burzynski Group is also an Investment Advisory practice that offers products and services through AE Wealth Management, LLC (AEWM), a Registered Investment Advisor. AEWM does not offer insurance products.  The insurance products offered by The Burzynski Group are not subject to Investment Advisor requirements. 

Investing involves risk, including the potential loss of principal. Neither the firm nor its agents or representatives may give tax or legal advice. Individuals should consult with a qualified professional for guidance before making any purchasing decisions. No investment strategy can guarantee a profit or protect against loss in periods of declining values. None of the information contained on this website shall constitute an offer to sell or solicit any offer to buy a security or any insurance product.

Any references to protection benefits, safety, security, or steady and reliable income, etc. streams on this website refer only to fixed insurance products. They do not refer, in any way, to securities or investment advisory products. Annuity guarantees are backed by the financial strength and claims-paying ability of the issuing insurance company. Annuities are insurance products that may be subject to fees, surrender charges and holding periods which vary by insurance company. Annuities are not FDIC insured.

The information and opinions contained in any of the material requested from this website are provided by third parties and have been obtained from sources believed to be reliable, but accuracy and completeness cannot be guaranteed. They are given for informational purposes only and are not a solicitation to buy or sell any of the products mentioned. The information is not intended to be used as the sole basis for financial decisions, nor should it be construed as advice designed to meet the particular needs of an individual’s situation.

Any media logos and/or trademarks contained herein are the property of their respective owners and no endorsement by those owners of The Burzynski Group is stated or implied. Appearances on 62 CBS Detroit and Radio shows on WWJ are a paid placement. 1897453 – 8/23