Dave Bugos, CFP®
Dave has helped hundreds of families and individuals throughout his career, joining the financial services industry in 1982. He saw firsthand from a family member how rewarding the career could be, and this inspired him to take the same path. He has held his CERTIFIED FINANCIAL PLANNER™ designation* for more than 20 years, and enjoys helping clients develop a plan to help increase their security and confidence in their financial wellbeing.
A graduate of the University of Illinois, Dave holds both a master’s and a bachelor’s degree. He has served in a number of capacities in the financial services industry from agent and advisor to training and management.
Dave is a grandfather to 23 grandchildren, and his family keeps his free time quite full.
*Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the CFP® certification mark, the CERTIFIED FINANCIAL PLANNER™ certification mark, and the CFP® certification mark (with plaque design) logo in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.