Peggy Martin has more than 30 years of experience in the financial services industry. She has co-founded two companies—The Family Wealth Consulting Group and Estate Guidance and Insurance Services, Inc. She specializes in enabling clients to achieve their goals and objectives with the Family Wealth Planning process, which includes legacy, financial, estate, investments and insurance planning.
- Peggy is the Past President of the Silicon Valley Planned Giving Council. Through the Council, she participated in the Incubator Project, which supports local non-profits to create their planned giving policies.
- Peggy has also worked with the Santa Clara County Girl Scouts, Silicon Valley Children’s Fund, and most recently, Hospice of the Valley.
- She currently holds the role of Treasurer for the Morgan Hill Branch of the American Association of University Women (AAUW). AAUW’s mission is to offer educational opportunities for girls and women through a variety of programs and scholarships. To support their scholarship programs, AAUW raises thousands of dollars each year in their 10k Wildflower Run, which takes place in Morgan Hill.
EDUCATION / DESIGNATIONS
Peggy holds the following designations: Chartered Financial Consultant, Chartered Advisor for Senior Living, and Chartered Life Underwriter.
She earned a B.S. in Business Management from the University of Phoenix’s online program, where she graduated with honors, and a Master of Science in Financial Services from The American College.
The MSFS indicates expert-level knowledge of estate and income tax planning, cash flow, insurance, and investments.