Evan  Pugh

Evan Pugh

Paraplanner

Evan Pugh, a dedicated professional at Core Financial Group, brings a blend of experiences and a commitment to helping others achieve their financial goals. His roots in Rocklin, California, have instilled in him a practical and grounded perspective.

Evan's path was shaped by his early engagement in coaching water polo and swim throughout high school and college. These experiences ignited his desire to support others in achieving their goals, and this passion ultimately led him to the field of personal finance.

With a Bachelor's degree in Finance, Evan established a strong foundation in the realms of monetary matters. Seeking to augment his experience, he pursued and successfully earned an MBA from CSU Chico. This educational trajectory enriched his understanding of strategic financial management. Committed to professional growth, Evan is actively working towards obtaining the Certified Financial Planner (CFP) designation. Evan is an integral part of the Core Financial team, collaborating to assist clients in securing their financial futures. His dedication to guiding individuals through savings, investments, and retirement planning is underpinned by a shared commitment within the company.

When he’s not delving into the world of finance, Evan finds solace in the great outdoors. During summer weekends, you'll likely find him water skiing on the glistening lakes, embracing the rush of the wind and water. As winter blankets the mountains, he trades his water ski for snow skis, carving his way through the snow-covered slopes.

Credentials
BA in Business Finance, CSU Chico
MBA, CSU Chico
Licenses: Series 7 and 66 securities registrations