Dave Dugan’s headshot

Dave Dugan

Sr Vice President

Dave joined FP in 1998. As a CFP®, he brings a wealth of knowledge and a detail oriented mentality to the firm. He is Dan’s older brother and the two have worked together their entire lives, owning highly successful companies, along with the continued success of FP. He is a 4-year winner of the distinguished 5-Star Wealth Manager award, presented annually to the top professionals in the field of wealth management. Dave holds FINRA Series 7 and 66 securities licenses.

Dave and his wife, Blanca, live in Maple Grove, MN with their five children, Daniel, Maria, Sara, Michaela, and Emily. In his free time, he enjoys spending time with his family, reading, and learning about anything that he can.

Financial Perspectives

3300 Fernbrook Ln N, Suite 250, Minneapolis, MN 55447

Advisory services through Financial Perspectives ("FP"), an SEC Registered Investment Adviser. Securities offered through Purshe Kaplan Sterling Investments ("PKS"), Member FINRA/SIPC, headquartered at 80 State Street, Albany, NY 12207. FP offers tax advice through its affiliate, Dugan & Company. FP and PKS are not affiliated. Not FDIC Insured - Not Bank Guaranteed - May Lose Value, Including Loss of Principal - Not Insured By Any State or Federal Agency © 2024 Financial Perspectives. All Rights Reserved.

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