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Kristin Pugh

Wealth Manager

Kristin serves as a Private Wealth Manager, working directly with her clients to create and maintain a customized financial plan addressing all aspects of a healthy financial life including investments, tax planning, risk management, retirement, employee benefits and estate planning.

Kristin brings to her clients more than 14 years of experience in the financial services industry. Prior to joining Creative Planning, she worked for an independent investment advisory firm as a Senior Wealth Advisor. Kristin has spent her entire career in the financial services industry and has developed an in-depth knowledge of providing clients with comprehensive wealth management services.

Kristin earned a Bachelor of Science degree in Marketing and Finance from Florida State University where she graduated with honors. Kristin is also a CERTIFIED FINANCIAL PLANNER™ professional as designated by the Certified Financial Planner Board of Standards.

Kristin is passionate about providing financial education to her community. As Director of Community Outreach and Pro Bono Planning for the Georgia chapter of the Financial Planning Association (FPA), Kristin regularly organizes events and finds joy in counseling Metro Atlanta and surrounding communities’ citizens on financial matters. Kristin was recognized for her community efforts in 2020 with the Daily Point of Light Award from the Points of Light organization. In addition, Kristin chairs the Pro Bono Advisory Committee for the National FPA.

In her spare time, Kristin enjoys finding good deals at one of Georgia’s many fine antique malls, taking yoga classes with her husband, Will, and bird watching.

*See all Creative Planning disclosures and sources.

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“Your wealth works harder when it works together.”

Peter Mallouk

President & CEO, Creative Planning

Serving Clients Nationwide

50

STATES & ABROAD

Providing financial peace of mind across the globe

$225

BILLION

Combined assets under management & advisement as of December 31, 2021