Steven Pugh

Steve Pugh is a Financial Planner with Lincoln Financial Advisors.  He is affiliated with Lincoln Financial Advisors Corporation broker/dealer and is an Invesment Advisor Representative (IAR).

Steve's practice specializes in working with pre-retirees, families, and small business owners on their financial planning needs.  These include the areas of Retirement Planning, Investment Planning, Estate Planning, Risk Management Planning and Business Ownership Planning. 

Steve's over 20 years of Financial Planning experience allows him to help educate his clients on the many areas where they can improve their financial situation while reducing their overall risk and guide them to a more secure future. 

Steve is proud to offer unbiased advice and always keep the client’s best interest in mind.  He follows our firm's "Serve First" philosophy where we always keep our client's best interests in mind and promises a human approach to Financial Planning. 

Steve is a longtime baseball coach and loves to go snow and water skiing with his wife Jen and their 2 grown boys.  

Phone 925-659-0362
Fax 925-275-0999
Mobile Phone 925-301-7911