Broker Check
The Cycle of Investing Events on Wall Street Perception vs. Reality The Power of Tax-Deferred Growth The Other Sure Thing

Welcome to Duggins Financial

About Us

Conservative Investment Philosophy - Our investment philosophy is to manage Client’s assets seeking positive returns with the lowest commensurate risk in all market environments.  We are committed to keeping our clients’ best interest at the forefront while taking into consideration their long term goals and objectives.  We are defensive in our investment approach and look to limit loss of principal.  

Independence - We are an independent boutique firm that stresses personal client service.  We utilize LPL Financial as the custodian of client assets. LPL Financial is one of the nation's leading financial services companies and a publicly traded company under ticker symbol LPLA. The firm’s mission is rooted in the belief that objective financial guidance is a fundamental need for everyone. LPL does not offer proprietary investment products or engage in investment banking activities; this means advisors affiliated with LPL are not pressured or influenced by LPL to sell its products. Thousands of financial advisors nationwide are able to rely on the firm’s tools and resources to help them provide financial guidance and recommendations to help meet their clients’ needs. For more information about LPL Financial, visit www.lpl.com.

Fee-Based Asset Management - We manage money on an asset based fee basis.  In this environment we earn a fee based on the value of our client’s account and not from commissions generated by trading.  Since our compensation is tied directly to growing our Client's assets, our incentives are directly aligned with pursuing our Client's financial goals.

Professional Qualifications – Bill Duggins, the founder of Duggins Financial, is a technician as opposed to a marketer.  Bill holds the following professional designations:

CPA-Certified Public Accountant
State of California
CFP®-Certified Financial Planner


Investing involves risk including loss or principal. No strategy assures success or protects against loss.

Our Process

We create strategies that are tailored to your needs and goals.

Learn more

Our History

Years of experience have prepared us to guide you through your life transitions.

Learn more

Our Values

Trust. Honesty. Integrity. We believe values matter, and we live by ours every day.

Learn more

Understanding Today's Financial Environment

We can help take the mystery out of preparing for today and tomorrow. Whether your goal is to build wealth, protect your family, or preserve your assets, our personalized service focuses your needs, wants, and long-term goals.

Our team of professionals have years of experience in financial services. We can help you address your needs of today and for many years to come. We look forward to working with you.

Learn more

Your Financial Future

Today's economic environment presents many challenges. But along with these challenges comes opportunities and potential rewards for those who can identify long-term trends. 

Whether you're facing retirement—or looking to better understand certain investment ideas—we can help you address your most pressing financial questions. 

Learn more

"Remember, what does 'retirement' mean? It doesn't mean that you're a couch potato. Leisure is not the same things as rest. If you're bicycling five miles a day, that's leisure, but it certainly takes a lot of effort."


Robert Fogel

Have a Question?

Name
Email
Message
Thank you! Oops!