PLANNING FOR GOOD | PLANNINGFORGOOD.CO
PEGGY@PLANNINGFORGOOD.CO | (503) 380-0041
About: Peggy earned her BA in Economics at Stanford and a certificate in Project Management from San Diego State University. She is a CERTIFIED FINANCIAL PLANNER™ (CFP®) and holds her FINRA Series 7, Series 66, Insurance producer certifications and Chartered Life Underwriter Designation ® (CLU®). Peggy is an active member in the Greater Seattle Business Association (GSBA) and the National LGBT Chamber of Commerce (NGLCC) where she certified as an LGBT Business Enterprise. In 2009 Peggy left behind a 23-year career in corporate management to start her own Senior Move Management and Project Management Consulting businesses. In 2013, at age 53, she made a career change when she saw, first-hand, the effect life events had on women’s financial security. She realized there were very few female financial advisors and financial advisors who could relate to the different planning needs of women and LGBTQ. She also learned that women want a more collaborative and educational approach to planning. Peggy is a lifelong athlete. She was a Highschool All-American Swimmer and a member of the Women’s National Water Polo Team. She has also competed in Outrigger Canoe, Team Handball, and Dog Agility. As an athlete, trainer, and coach, Peggy uses a coach’s approach with her clients. She knows how to inspire women to take control of their financial plans. She works collaboratively with her client’s other advisors (CPAs, Attorneys, Mortgage Brokers, etc.) to put together a plan where her clients can make and manage their own money, live the lifestyle they want today, and feel confident about their tomorrow. In fact, Peggy joined The W Source Member Lily Tran and contributed a chapter on small business retirement plans for the book, “The Most Common Tax Mistakes Made by Small Businesses.” She also joined another member, Eleanor Doermann, and was appointed to the board of GenPride, a non-profit that provides resources for aging LGBTQIA+.
Specialties: Peggy typically works with female practices (veterinarians, doctors, and attorneys) and small business owners.
Quote: “You have been assigned this mountain so you can show others it can be moved.” — Unknown
Connect: Contact Peggy at peggy@planningforgood.co or at (503) 380-0041 or visit her website below!
MEMBER SINCE JUNE 2019
Registered Representative, Securities offered through Cambridge Investment Research, Inc., a Broker/Dealer, Member FINRA/SIPC. Investment Advisor Representative, Cambridge Investment Research Advisors, Inc., a Registered Investment Advisor. Finity Group, LLC and Cambridge are not affiliated.
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