William Pugh, CFP®
Vice President, Wealth Management
With Apriem since 2014
Expertise: Striving to serve, he focuses on families so they can define and achieve their financial goals.
Serves clients to the highest degree: Getting to know the client and their family first.
Acquired Wisdom: Being with two large financial institutions working with clients in both investments and trusts in the last 10 years, he understands the big picture for clients.
No Pain No Gain: Received 20+ staples in his stomach due to a severe sports injury diving for a baseball.
Could’ve Been MLB Hall of Famer: Dream was to play short stop for the San Diego Padres growing up.
Finds balance: Looking for new adventures with his wife and 4 children by always staying active outdoors by hiking, biking or being at the beach while keeping a close eye on his favorite sports teams in San Diego.