KP

Kristin M. Pugh

Private Wealth Manager at Creative Planning

Kristin M. Pugh, CFP® currently serves as the Chair, President, and Pro Bono Planning Director at FPA of Georgia. With a background in wealth management and financial planning, Kristin is also a Private Wealth Manager at Creative Planning LLC. Previously, Kristin held roles at TrueWealth, LLC, Oppenheimer & Co. Inc., and Merrill Lynch. Kristin is highly involved in pro bono advisory work, currently serving as the PBAC Chair at the Financial Planning Association. A graduate of Florida State University, Kristin holds a Bachelor of Science degree in Marketing and Finance.

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Timeline

  • Private Wealth Manager

    October, 2020 - present