Richard Pugh CFP®
Rik Pugh has been involved in the financial service industry as a Registered Investment Advisor (RIA) for the past eighteen years. He is a retired U. S. Marine Officer with 25 years of service. He has a Masters Degree in Business (MA), is a Principal and registered representative of Financial Security Management, Inc. and is a CERTIFIED FINANCIAL PLANNER™ (CFP®) and Registered Financial Consultant (RFC). Rik also holds licenses for Life, Health, Long Term Care and Medicare Insurance in NC and VA, and has completed several intermediate level and advanced tax preparation, investment and insurance planning courses.
He has dedicated his career to furnishing a full range of services and products with a proven performance record. Thorough and innovative, he meets the needs of successful professionals, business owners, and retirees. Rik's areas of expertise include: the design, implementation, and administration of wealth accumulation plans, and retirement and estate planning strategies.
Integrity, professionalism and dedication have built Rik a reputation that has brought recognition in the community. Rik currently serves as a Trustee on the Onslow Memorial Hospital (OMH) Authority Board. In August 2011 Rik completed a 3 year term as the OMH Foundation's Chairperson. The Foundation raised over $500,000 during Rik's term. He continues to Chair the OMH Foundation's Planned Giving Committee. He also served two terms as Chairman of the Health Education Advisory Council for Onslow County Schools. He has been awarded the "Hall of Fame Contributor" award from the Chamber of Commerce "Bases" Program. He is a member of Rotary International and Gideon's International where he serves on various committees and holds a variety of offices.
Rik teaches Certified Financial Planning Preparatory Courses at the Cameron School of Business, University of North Carolina (Wilmington) and Webinar CFP® Courses for The American College online. Rik is a Personal Financial Consultant with MHN Government Services serving our military men and women nationwide. Rik also teaches Life and Health Insurance Continuing Education Courses throughout North Carolina.
Rik also lectures extensively to both civic and professional groups and provides financial planning seminars throughout Eastern North Carolina.
Contact Rik through site mail or call (910)455-6400. His office is located at: 824 Gum Branch Square, Suite I Jacksonville, NC 28540