John Pugh (CFA®, CFP®)

John Pugh focuses in the
following client markets or areas of practice:

  • Alternative or Private Investments
  • Business Owners
  • Cash Flow/Budgets/Credit Issues
  • Charitable Giving
  • College/Education Planning
  • Corporate Executives

Planning Specialties

• Investment portfolio management
• Integrated, comprehensive financial planning
• Retirement planning for individuals and businesses
• Education planning
• Coordinating investment portfolios with estate plans
• Advising charitable organizations' endowments and foundations
• Integrating financial goals into comprehensive plans

Additional Information

Insight Wealth Management (IWM) is an independent, fee-only investment management and financial planning firm located in Gainesville, Virginia. With IWM, you will work directly with one of the most respected investment professionals in the Washington, DC region. Bob Pugh, CFA, CFP®, the Founder and President of IWM, has over twenty years of experience as an investment advisor, economic analyst, educator, financial planner and portfolio manager. His colleagues in the 1,700-member CFA Society of Washington, DC elected him twice to serve as Society President, the only member in the Society's sixty-year history to enjoy that distinction. Colleagues from CFA Societies from Maine through Virginia elected him to serve a two-year term as the Eastern Region Presidents Council Representative with the CFA Institute. The Chartered Financial Analyst (CFA) designation is the global gold standard of credentials in the investments profession. Bob has taught investment analysis and portfolio management for the Johns Hopkins University's Carey School of Business, for the Johns Hopkins University School of Medicine's "Business of Medicine" program, for CFA candidates in the United States and internationally, and for numerous other organizations and institutions of higher learning.

In November 2011, "Medical Economics," the leading business publication for medical professionals in the United States, named Bob as one of the Best Financial Advisers for Doctors in the nation. Insight Wealth Management, Inc. works with doctors and other medical professionals, as well as people in many other professions and retirees.
 
We invite you to contact us to schedule a free, no-obligation initial consultation and portfolio review with Insight Wealth Management.

NAPFA Start Date

January 17, 2012

Submit
Submit

This Office

7250 Heritage Village Plz Ste 101 Gainesville, VA 20155-3058 Phone: (703) 753-6082