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Peggie Daly

Managing Director

Mariner

United States, California, Corte Madera

About Me

Experienced CPA and wealth advisor with a focus on financial advice and income tax planning and preparation for individuals, small businesses, trusts and estates. I am a certified public accountant and a CERTIFIED FINANCIAL PLANNER™ professional with more than 20 years-experience in the industry.

Profile Information

Managing Director

Mariner

Investment Team,Operations Team

Investor

RIA/Wealth Manager/Asset Manager

Corte Madera

California

United States

May 15, 2024

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