Thad Pugmire serves as both president and secretary of Financial Planning Consultants, a Registered Investment Advisor serving the financial planning and investment needs of clients since 1977. Thad earned the CERTIFIED FINANCIAL PLANNER™ PRACTIONER designation in 1986 after completing the rigorous curriculum and requirements for qualification. He continues to maintain the designation by meeting the continuing education, code of ethics and licensing requirements.
Thad understands the importance of financial planning for individuals of all ages. He provides advice in the areas of investment management, estate, college tuition, pension, IRA, tax and insurance planning. His investment philosophy is based on a fundamental investment approach stressing quality and consistency to pursue the long-term objectives of his clients.
Thad feels educated investors are more likely to be successful in reaching their retirement goals. In this pursuit, he has conducted numerous public and privately sponsored financial seminars. As an instructor for the San Diego Community College District, he has taught investment and financial planning classes. He stresses comprehensive financial health by educating and assisting clients to create and preserve wealth for themselves and to pass that wealth on to their beneficiaries in the most tax-advantaged manner.
As a native of San Diego, Thad was educated in the San Diego school system and graduated from San Diego State University in 1979 with a bachelor’s degree in psychology. Working his way through college, he began his business career as a real estate agent specializing in residential and investment properties. In 1981, he became a second generation financial planner by following in the footsteps of his father, one of the original founders of Financial Planning Consultants.
Thad keeps a busy schedule by participating in community organizations including his church and the Boy Scouts of America. Thad and his wife Judy are the proud parents of eight children and thirteen grandchildren.
Thad is a fully registered investment professional who holds the Series 7, 24 and 63 securities registrations through LPL Financial. He also holds Life, Accident, and Health Insurance licensing in California.