Alan E. Nugent, ChFC, CLU

Because experience matters.

For more than 43 years, Alan Nugent has helped a diverse array of clients direct their futures through his expertise in estate planning and financial services.

Al holds the prestigious Chartered Financial Consultant (ChFC) and Chartered Life Underwriter (CLU) designations.  He focuses on creating Forensic Life Insurance Audits, a unique service he integrates into estate planning for his clients.

Over 65% of such audits reveal potential for improvement by lowering premiums, increasing benefits, extending protection or providing additional guarantees.

Hailing from the greater metropolitan area of Blanding, Utah, Al graduated from the University of Utah, with his bachelor’s degree and continues to thrive on education in his chosen profession.  Al is a member of the Society of Financial Service Professionals (FSP) as well as the National Association of Insurance and Financial Advisors (NAIFA).  He has taught at the Taggart Symposium at BYU, as well as the annual NAIFA convention held at the University of Utah.

Al is a family man, raising four sons with his beautiful wife, Karen. After running 14 marathons over the last several years, he has finally hung up his running shoes and has taken to regularly hiking the Wasatch Mountain peaks. A recent highlight for him was hiking the Grand Canyon, rim to rim, with all his sons.

Email Us