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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