Celia Brugge (CFP®, MBA)
Celia Brugge focuses in the
following client markets or areas of practice:
- Hourly
- Investment Advice without Ongoing Management
- Middle Income Client Needs
- Retirement Planning & Distribution Rules
- Women's Financial Planning Issues
- Hourly
- Investment Advice without Ongoing Management
- Middle Income Client Needs
- Retirement Planning & Distribution Rules
- Women's Financial Planning Issues
Planning Specialties
Retirement planning, investment advice without managing money, comprehensive planning for young families, planning for widows and widowers, Social Security planning.
Our goal is clients' financial growth and well-being. We provide hourly, as-needed financial planning and advice to people from all walks of life. There are no minimum requirements for account size or net worth. We offer a free, no-obligation initial meeting to prospective clients. Celia Brugge is a Certified Financial Planner™ professional, a NAPFA-Registered Financial Advisor, and member of the Garrett Planning Network. Dogwood Financial Planning is a Registered Investment Advisor (RIA) in the states of Tennessee, Arkansas, and Mississippi.
NAPFA Start Date
October 15, 2008
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