David K. Dugan, CFP®
Financial Advisor
781-990-1106
ddugan@stonecoastadvisors.com
David Dugan, CFP ® is a Certified Financial Planner – specializing in helping individuals, families and small businesses accumulate, preserve and ultimately distribute wealth.
With over 30 years’ experience in the financial services industry David, has worked with companies such as Winslow, Evans & Crocker, Wells Fargo Advisors, and A.G. Edwards & Sons. David is the president of at Stone Coast Financial Advisors, LLC.
David was awarded the Certified Financial Planner™ designation in March of 2003 and has been a Certified Financial Planner™- practitioner ever since.
As a CFP(r) and investment advisor, David is able to make recommendations based solely in the best long term interests of his clients. Cetera Advisors and Stone Coast Advisors do not have any proprietary products.