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Bud Pappas, CSA®

Bud Pappas, CSA®

Senior Life Planning Coach

Bud earned his Bachelor’s degree from the University of MN with a major in Accounting and Economics. After serving in the U.S. Army, Bud started his corporate career in banking as a CFO and CEO of various corporate entities. He has spent the last 20 plus years as a Financial Advisor to over 1,000 clients in MN. Bud retired from practicing full time as a financial advisor in MN but is fully focused on his new passion of helping seniors explore and understand the complex questions that arise with retirement.

Committed to a new career after retirement, Bud is an invaluable educational resource and provides informative and dependable ideas to seniors as they balance finance decisions and life goals. He solely works with top retirement firms in the country and is proud to be an integral part of the Watermark Team.

Bud is blessed to be married to his best friend Pat. They have three daughters and six grandchildren. Bud and Pat are year round residents of AZ and they love golf and travel.

Bud Pappas,CSA® –Senior Life Planning Coach – Series 6 (Investment Company and Variable Contracts Products Rep), 7 (General Securities), 63 (Uniform Securities Agent State Law), and 65 (Uniform Investment Adviser Law).