Brian A. Pugal, CIMA, CFP
With an extensive background in asset allocation, portfolio construction, and investment analysis, I am responsible for the formation and execution of our investment management process here at Resource Financial Group (RFG). As a wealth manager, I am able to draw on my experience in investment management and financial planning to help our clients achieve their financial goals.
I hold both the Certified Financial PlannerTMProfessional (CFP) and the Certified Investment Management AnalystSM designations, as well as an M.B.A. in Finance from Loyola University Chicago. When I am not working to give our clients the confidence of financial security, you will find me spending time with my wife, Toula, and my two daughters.
Investment Management Consultants Association is the owner of the certification mark “CIMA®,” the service marks “Certified Investment Management Analyst℠,” “Investment Management Consultants Association℠,” and “IMCA.” Use of CIMA® or Certified Investment Management Analyst℠ signifies that the user has successfully completed IMCA’s initial and ongoing credentialing requirements for investment management consultants.