Peggy Martin

Financial Professional @Vanderbilt Financial Group

Santa Rosa, CA, US
MOBILE NUMBERS
+91 *********19

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WORK HISTORY

Feb 2022 — Present

Financial Professional @Vanderbilt Financial Group

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Santa Rosa, CA, US

EDUCATION

1982 — 1984

University of Southern California

Multiple Subjects Teaching Credential

2007 — 2009

Sonoma State University

M.A.

N/A

California State University, Northridge

B.A.

ABOUT PEGGY MARTIN

I\'m on a mission to empower women professionals in nonprofits, teachers, nurses, counselors, and all those tirelessly working to make a positive impact in the world. I provide custom financial planning and portfolio management for those with a commitment to sustainable, responsible investing. Together, we\'ll craft a personalized plan that aligns with your values, as well as your future goals. I have a background rooted in education and a passion for serving those who serve others. Women often find themselves grappling with three significant challenges: uncertainty about their financial future, the weight of societal changes redefining retirement, and the struggle to invest and plan with confidence while juggling demanding careers. Your investment portfolio will be built through a lens of sustainable, responsible investments that strive to do good in the world. Whether you\'re preparing to retire within the next five years or navigating mid-career decisions, I\'m here to guide you every step of the way. Your time, energy and talents benefit everyone around you, but juggling a career and family can leave you exhausted and overwhelmed when it comes to taking care of yourself and your finances. It\'s not your fault that the financial landscape can be overwhelming. I\'ve been there – as a former teacher, I understand the unique challenges women face in planning for retirement. How confident are you that you have done everything you can to prepare for a secure, sustainable future? Will you have enough money to retire comfortably? Will your money last? Will you be able to support the people and causes that are important to you? You don’t need to wait until you have time and energy to figure it out by yourself. Sometimes the best results come from getting professional help to support you. If you\'d like to connect, please message me or book a quick call to chat. Vanderbilt Financial Group is the marketing name for Vanderbilt Securities, LLC and its affiliates. Securities offered through Vanderbilt Securities, LLC. Member FINRA, SIPC. Registered with MSRB. Clearing agent: Fidelity Clearing & Custody Solutions Advisory Services offered through Vanderbilt Advisory Services. Clearing agent: Fidelity Clearing & Custody Solutions Insurance Services offered through Vanderbilt Insurance and other agencies Supervising Home Office: 125 Froehlich Farm Blvd, Woodbury, NY 11797 | Phone:(63••••••00 For additional information on services, disclosures, fees, and conflicts of interest, please visit

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Peggy Martin — Financial Professional at Vanderbilt Financial Group in Santa Rosa, CA, US | Unifers