Nate Pugliese Cfp®

Nate Pugliese CFP®, ChFC®, CLU®, CRPC®, APMA® is a Senior Vice President and Financial Advisor at Wealth Enhancement Group since October 2021, contributing to a team-focused approach in comprehensive financial planning within an independent advisory firm. Prior experience includes roles as Executive Vice President at Summit Risk Management Inc. and National Sales Director at Summit Financial, LLC, both from July 2019 to October 2021. Pugliese's earlier tenure at Ameriprise Financial Services, Inc., from 1998 to 2019, involved various leadership roles including Branch Manager, Complex Director, and Field Vice President. Nate Pugliese holds a Bachelor of Arts in Business Management and Economics from Gettysburg College, obtained in 1998.