Keri Pugh, CFP<sup>&reg;</sup> - Financial Advisor

Keri Pugh, CFP®

AIF®

Founder & Financial Advisor

Fusion Financial Group

10488 W Centennial Rd Ste 406
Littleton, CO 80127
FINANCIAL ADVISOR'S WEBSITE
(303) 388-2466 CONNECT WITH Keri
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General

Keri Pugh is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at Fusion Financial Group in Littleton, CO and the surrounding communities.

Financial Advisor Overview

Keri Pugh is a Co-Founder and Wealth Advisor at Fusion Financial Group, an independent wealth management firm based in Colorado. Keri comes from a family legacy of financial services, and through her experiences working with advisors and clients alike, she saw the many benefits that sound investing, financial planning and coaching brought to people’s lives. Grounded in these experiences, she is passionate about helping people through the very important journey of planning for the future, by creating a framework for that future. Through a strong process, careful attention to each client’s needs, and a desire to both understand and empathize, Keri gives her clients confidence to make decisions and to find direction throughout their life journey.

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Financial Advisor Experience

Keri has over 20 years of experience in the industry, as both a financial advisor and Principal. She obtained a bachelor’s degree in Finance from the University of Northern Colorado and is an alumni of national sorority Delta Zeta. Keri holds a variety professional licenses, carries the esteemed mark of Certified Financial Planner (CFP®), meeting rigorous education and experience requirements in key areas of financial planning, as well as the designation of Accredited Investment Fiduciary (AIF®). Keri has participated in a variety of speaking panels on succession planning and marketing for financial advisors, career advisement for business students, and is a CFP® mentor, helping women and young people prepare for CFP® exams. She is an active member of the Colorado chapter of the Financial Planning Association (FPA®), offering Pro Bono Financial Planning for their Homes for Our Troops program.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

7, 24, 63, 66

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER™ (CFP®)

Insurance Licenses

  • Life insurance
  • Variable annuities

Broker-Dealer Affiliation

LPL Financial

Broker-Dealer Disclaimer

Securities and advisory services offered through LPL Financial. Member FINRA/SIPC, and a Registered Investment Advisor. Fusion Financial Group and LPL Financial are not affiliated. The information contained in this e-mail message is being transmitted to and is intended for the use of only the individual(s) to whom it is addressed. If the reader of this message is not the intended recipient, you are hereby advised that any dissemination, distribution or copying of this message is strictly prohibited. If you have received this message in error, please immediately delete.
FINRA BrokerCheck

Financial Advisor's Specialties

Comprehensive Financial Planning, 401(k)/403(b)/IRAs, Annuities, Asset Allocation, Career Change, Investment Management, Mutual Funds, Getting Married, Retirement, Life Planning, Starting a Family, Sudden Wealth, Nontraditional Households, Women's Finances

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