Insight Wealth Management, Inc.
Fee-Only Financial Advisor and Investment Manager based in Gainesville, Virginia and serving the entire Northern Virginia and Washington, DC communities, as well clients nationwide and globally.
Bob Pugh, CFA, CFP® oversees the management of IWM and the investment process, and reviews all client portfolios. Bob has more than twenty years of experience in investment and financial analysis, financial planning, portfolio management and financial education. His expertise ranges from municipal finance and regional economics from working as a senior financial analyst with the Prince William County Government, to global economics from working as an economic analyst with the Central Intelligence Agency. He served as director of investment research with another firm in the 1990s, a US Foreign Service Officer in the 1980s and for seven years as a tenured college faculty member in economics. Bob has worked directly with private investors and charitable institutions for many years.
In addition to his role at IWM, Bob has taught portfolio management, investment analysis, finance and economics for graduate and undergraduate students for over two decades, most recently as a member of the Finance Department Faculty with The Johns Hopkins University's Carey School of Business. He has taught candidates preparing for the Chartered Financial Analyst exams since 1998.
Bob is a leader in his profession and was honored by his colleagues in the CFA Society of Washington, DC, the leading Society for investment professionals in the Washington, D.C. area, by his election to serve two terms as President of the Society. He has also served as the Society's Treasurer, Education Chair and Public Awareness Chair. He was elected at the CFA Institute's Annual Conference in April of 2009 to serve a two-year term as Eastern Region Presidents Council Representative. In this role, Bob represents CFA Societies from Maine through Virginia before the Board of Governors and the CFA Institute.
In 1997, Bob earned the CFA™ designation and later the CERTIFIED FINANCIAL PLANNER™ certification. In addition, Bob is a member of the National Association of Personal Financial Advisors (NAPFA), and a NAPFA-Registered Financial Advisor. He earned graduate degrees in global political economy from The Johns Hopkins University's School of Advanced International Studies, and in financial economics from the University of North Carolina at Greensboro (UNC-G). He graduated with honors from UNC-G in 1979 with majors in economics and political science. Bob keeps his knowledge of investments, finance, and economics current by reading widely, attending conferences and other professional education opportunities offered by the CFA Institute and the National Association for Business Economics, of which he is also a long-term member, and teaching candidates studying for the CFA Exams through the program offered by the CFA Society of Washington, D.C. Bob is also a member of the Financial Planning Association.
Insight Wealth Management, Inc. serves clients nationwide and locally in the areas of Gainesville, The Plains, Heritage Hunt, Haymarket, Marshall, Warrenton, Leesburg, Culpeper and many other locations in Prince William, Fauquier, Culpeper and Loudoun Counties.
Bob Pugh is a Member of the National Association of Personal Financial Advisors
The National Association of Personal Financial Advisors (NAPFA) is the country’s leading professional association of Fee-Only financial advisors - highly trained professionals who are committed to working in the best interests of those they serve.
NAPFA members live by three important values:
- To be the beacon for independent, objective financial advice for individuals and families.
- To be the champion of financial services delivered in the public interest.
- To be the standard bearer for the emerging profession of financial planning
Insight Wealth Management (IWM) is an independent, fee-only investment management and financial planning firm located in Gainesville, Virginia. With IWM, you will work directly with one of the most respected investment professionals in the Washington, DC region. Bob Pugh, CFA, CFP®, the Founder and President of IWM, has over twenty years of experience as an investment advisor, economic analyst, educator, financial planner and portfolio manager. His colleagues in the 1,700-member CFA Society of Washington, DC elected him twice to serve as Society President, the only member in the Society's sixty-year history to enjoy that distinction. Colleagues from CFA Societies from Maine through Virginia elected him to serve a two-year term as the Eastern Region Presidents Council Representative with the CFA Institute. The Chartered Financial Analyst (CFA) designation is the global gold standard of credentials in the investments profession. Bob has taught investment analysis and portfolio management for the Johns Hopkins University's Carey School of Business, for the Johns Hopkins University School of Medicine's "Business of Medicine" program, for CFA candidates in the United States and internationally, and for numerous other organizations and institutions of higher learning.
In November 2011, "Medical Economics," the leading business publication for medical professionals in the United States, named Bob as one of the Best Financial Advisers for Doctors in the nation. Insight Wealth Management, Inc. works with doctors and other medical professionals, as well as people in many other professions and retirees.
IWM is here to help you achieve your financial goals:
• Managing the investment portfolio you and your family have built
• Retirement planning for individuals and businesses
• Maintaining your standard of living in retirement
• Funding your children's education
• Coordinating your investment portfolio and wealth with your estate plan
• Advising your church's or other charitable organization's endowment
• Integrating all of your financial goals into a comprehensive plan
Fee-Only, Fiduciary, Independent: Three Important Criteria to Consider When Choosing a Financial Advisor.
- Comprehensive Financial Planning
- Retirement Income Planning
- Investment Management
- College Education Planning
- Tax Planning
- Retirees and Near Retirees
- Growing Families
- Business Owners and Executives
- Sudden Money Situations
- Novice Investors
- In-Office Meetings
- Virtual Meetings
- Clearly Defined Fees
- No Product Sales
- Complimentary Initial Consultation
Professional Designations & Affiliations
Bob Pugh is a NAPFA-Registered Financial Advisor
The National Association of Personal Financial Advisors (NAPFA) is the country’s leading professional association of Fee-Only financial advisors—highly trained professionals who are committed to working in the best interests of those they serve.
Bob Pugh is a CERTIFIED FINANCIAL PLANNER™ Professional - Click for Verification
CFP® professionals are held to strict ethical standards to ensure financial planning recommendations are in your best interest. What’s more, a CFP® professional must acquire several years of experience related to delivering financial planning services to clients and pass the comprehensive CFP® Certification Exam before they can use the CFP® designation.
Bob Pugh is a CFA® charterholder
A Chartered Financial Analyst® (CFA®) is a professional designation given by the CFA Institute, formerly AIMR, that measures the competence and integrity of financial analysts. Candidates are required to pass three levels of exams covering areas such as accounting, economics, ethics, money management and security analysis.
Bob Pugh is a member of The Financial Planning Association® (FPA®)
FPA® is the largest membership organization for CFP® professionals in the U.S. and supports high standards of professional competence, ethical conduct, and clear, complete disclosure when serving clients.
Contact Bob Pugh
7250 Heritage Village Plaza
Gainesville, VA 20155