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Peggy Martin

Financial Advisor

Family Wealth Consulting Group

United States, California, San Jose

About Me

My name is Peggy Martin. I have been in the financial services industry since 1977. I began my career as a clerk, and became a partner in two companies: Family Wealth Consultants, Inc. and Estate Guidance and Insurance Services, Inc. My affiliation now is with Family Wealth Consultants, Inc., a Registered Investment Advisory Firm as a Financial Advisor. The FWCG team assists our clients and their families manage the unique challenges of wealth so they can enjoy their lives fully and leave a lasting legacy. Community involvement is very important to the FWCG Team. I am the Past President of the Silicon Valley Planned Giving Council. Through the Council, I have participated in the Incubator

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Profile Information

Financial Advisor

Family Wealth Consulting Group

Investment Team

Investor

Multi-Family Office

San Jose

California

United States

May 31, 2025

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