Peggy Reid, MBA, CFS, CSSCS

Since 2000, Peggy Reid has offered personal, thoughtful, practical financial guidance to her diverse clientele.

She has an MBA in Finance from Purdue University, and began her academic journey with an AA from Fullerton College and a BA in English Literature from Cal State Fullerton.

Peggy is passionate about empowering others through education and has taught financial literacy to elementary & high school students, professionals, and even international audiences at the university level.

She taught financial planning classes to County of Orange employees for several years, and has great in-depth knowledge of the County’s pension and benefit structure.

Peggy has been an active community volunteer through her church, Olive Crest, Boy & Girls Club, ReCooperate, and several other charities, and is a former board member of the Yorba Linda Chamber of Commerce.

She is a lifelong Orange County resident and avid traveler.