Peggy D. Martin, MSFS, ChFC, CASL
Chief Financial Officer
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 a co-founder of Family Wealth Consultants, Inc., a Registered Investment Advisory Firm, where she works as a Wealth Manager. In this role she educates clients about legacy planning, guiding them through issues surrounding wealth (well-being), values, family, caring for aging loved ones and leaving a lasting legacy.
Peggy is also a Volunteer and Philanthropist.
In addition to being the CFO for the Morgan Hill Community Foundation, she is currently a Board Member of the American Association of University Women, Morgan Hill Branch, chairing AAUW Funds. The membership of the branch, named her Philanthropist of the Year in 2015. She is an alumna of Leadership Morgan Hill (Class of 2014).
Peggy is an Advisory Group Member of The Sue’s Story Project.
Additionally, she volunteers with:
In her spare time, she loves to be with family & friends, reads a lot and writes creative non-fiction articles.