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
Peggy Martin
Financial Advisor
Family Wealth Consulting Group
United States, California, San Jose
About Me
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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