Certified Financial Planner™
Master of Science in Business Administration
Accredited Investment Fiduciary
Jack is a graduate of San Diego State University with a Masters Degree concentrating in Personal Financial and Tax Planning. In 2008 Jack was recognized as one of “America’s Top Financial Planners” by the Consumers’ Research Council of America. Jack has been named as one of San Diego’s Top Wealth Managers for 8 consecutive years (2010-2018). His personal business experience has enabled him to assist executives and individuals with comprehensive financial planning that “makes sense”. Jack is also a five-star member of the Paladin Registry for financial advisors and a member of the Financial Planning Association.
Jack has lived in San Diego County since 1970 and currently resides in Escondido with his wife Karen. Their daughter Blair is a Chico State graduate, currently employed at Beigene a biopharmaceutical in the San Francisco Bay Area and lives in Marin County. Jack is a member of the Aztec Athletic Foundation and serves as an usher at San Rafael Parish in Rancho Bernardo, CA.
Jack's Latest Contributions
What are the best practices for portfolio rebalancing and what are the benefits of rebalancing your portfolio of investments? Senior Financial Planner Jack Dugan, CFP® from Pure Financial Advisors explains. Transcript: Today’s topic is rebalancing your portfolio. And if we’re going to talk about rebalancing a portfolio, we’re assuming you have a balanced portfolio to […]
Jack Dugan, CFP® explains four key topics that will help you better understand how your health insurance works: Co-pay Deductible Co-Insurance Max Out-Of-Pocket Limit
Jack Dugan, CFP® discusses what probate is in this Question of the Week. While it is a necessary and orderly process of transferring assets from a deceased person to his or her beneficiaries, it has several drawbacks. However, those who plan properly can avoid some of these drawbacks. Transcription: Hi, I’m Jack Dugan, CERTIFIED FINANCIAL PLANNER™ and Senior Investment Advisor […]