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Peggie Daly
Peggie Daly
Managing Director | Mariner
Corte Madera, California, United States
Peggie Daly
Summary
Peggie Daly is an accomplished CPA and wealth advisor with over 20 years of experience in the financial services industry. Currently serving as Managing Director at Mariner Wealth Advisors, she focuses on providing personalized wealth management and strategic financial planning for individuals, families, and businesses. Peggie's expertise encompasses a wide range of financial services, including bookkeeping, estate planning, and income tax preparation. Her leadership at Mariner Wealth Advisors is characterized by a client-first approach, fostering long-term relationships built on integrity and trust. With a strong academic background in Accounting from California Polytechnic State University, Peggie combines technical knowledge with practical experience to guide clients in achieving their financial goals. Beyond her professional life, she is passionate about empowering others through financial literacy and planning.
Peggie Daly
Work Experience
Managing Director at
Mariner
April 2019 - Present
CPA, CFP®,Owner at
Authent Advisors, Inc.
January 2009 - April 2019
Peggie Daly
Education
California Polytechnic State University, San Luis Obispo, Bs
January 1984 - January 1989
California Polytechnic State University, San Luis Obispo, Bachelor's Degree
January 1984 - January 1989
Frequently Asked Questions about Peggie Daly
What is Peggie Daly email address?
Peggie Daly's primary email address is ***********@marinerwealthadvisors.com. To view the full verified email and additional contact details, sign up for free with Muraena.
What company does Peggie Daly work for?
Peggie Daly is a Managing Director at Mariner, a company specializing in Functions related to depository banking.
Where Peggie Daly graduated from?
Peggie Daly holds a degree in Accounting from California Polytechnic State University, San Luis Obispo.
How can I directly contact Peggie Daly?
To contact Peggie Daly directly, you can use the email address ***********@marinerwealthadvisors.com. Complete contact information is available upon registration with Muraena.
Who is Peggie Daly?
Peggie Daly is an accomplished CPA and wealth advisor with over 20 years of experience in the financial services industry. Currently serving as Managing Director at Mariner Wealth Advisors, she focuses on providing personalized wealth management and strategic financial planning for individuals, families, and businesses. Peggie's expertise encompasses a wide range of financial services, including bookkeeping, estate planning, and income tax preparation. Her leadership at Mariner Wealth Advisors is characterized by a client-first approach, fostering long-term relationships built on integrity and trust. With a strong academic background in Accounting from California Polytechnic State University, Peggie combines technical knowledge with practical experience to guide clients in achieving their financial goals. Beyond her professional life, she is passionate about empowering others through financial literacy and planning.
Peggie`s contact details
***********@marinerwealthadvisors.com
******@polarismarin.com
Colleagues
Regional Vice President
Managing Director- Senior Wealth Advisor
Managing Director & Senior Wealth Advisor
Co Founder / Senior Wealth Advisor
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Managing Director, Wealth Solutions