Phone: 800-888-5164 ext: 411
Investment Advisor Representative, CHFC®, CASL®
Peggy Martin has devoted more than 35 years of her career to the Financial Services Industry. She holds a Master’s Degree in Financial Services from the American College of Bryn Mawr, PA, and is a Chartered Financial Consultant (ChFC®) and a Chartered Advisor for Senior Living (CASL®). She is currently taking courses to become a Certified Financial Transitionist (CeFT®).
She is a co-founder of Family Wealth Consultants, Inc., a Registered Investment Advisory Firm, where she is a Financial Advisor. In this role, she emphasizes planning and educating clients about their total well-being: financial, investment, and legacy planning, guiding them through issues surrounding wealth (well-being), values, family, caring for aging loved ones and leaving a lasting legacy. She coordinates regularly with clients’ Estate Planning Attorneys and their CPA or Tax Professional.
Peggy is also a Volunteer and Philanthropist.
In addition to being the Treasurer for the Morgan Hill Community Foundation, she is currently a Board Member of the American Association of University Women (AAUW), Morgan Hill Branch, chairing AAUW Funds, CFO for the Susan and Charles Berghoff Foundation, and Treasurer for the South Valley Science and Engineering Initiative.
In 2015, AAUW Morgan Hill Branch named her their Philanthropy Honoree. In 2022, the community of Morgan Hill named her Volunteer of the year.
Additionally, she volunteers with:
- Morgan Hill’s Aging Council
- Wildflower Run – AAUW Morgan Hill
In her spare time, she loves to be with family & friends, reads a lot and writes creative non-fiction articles.