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
More profiles to browse
John Combias
Managing Director & Senior Wealth Advisor
Jason Mcelwee
Managing Director Corporate Development, Co-Founder
KD
Katie Dunn
Principal, Partner and Senior Wealth Consultant
AW
Amanda Wilson Long
Senior Wealth Advisor
You Might Like
KA
Kimberly A. Griego-Kiel
Founding Partner Emerita
Horizons Sustainable Financial Services
BW
Bill Wood
Managing Member, Principal
Nova R Wealth
RA
Richard A. Davies
Partner, COO & CCO
O‘Brien Wealth Partners LLC
RM
Robert Miller
Chief Compliance Officer
Oakmont Corporation