Our Qualifications

Peggy’s broad education and diverse professional background make her uniquely qualified to help her clients pursue financial success. Peggy holds an M.B.A. in Finance and Strategic Management from Purdue University, and a B.A. in English from California State University, Fullerton.  Before becoming a financial advisor, she held the positions of corporate financial analyst with PacifiCare Health Systems and Xerox Corporation.  She also has worked as a paralegal in the areas of civil litigation and estate planning, helping clients create their Living Trusts.

She is also a Certified Fund Specialist (CFS), a nationally recognized mutual fund designation for advisors who are qualified to consult their clients on the advisability and costs of acquiring or retaining mutual funds in their investment portfolio.