Trust as a Beneficiary
Peggy Fisher, CEA, CLTC, CFP
Peggy Fisher, CEA®, CLTC, CFP® is a Certified Financial Planner™ Practitioner. Peggy has been providing investment advice and financial services to individuals since 1993. She is a member of the Ed Slott’s Elite IRA Advisor Group, a FINRA Dispute Resolution Arbitrator, a member of the Torrance Memorial Foundation Board, a member of the Financial Planning Associations, a member of the DAR, past President of the South Bay Estate Planning Council, and past Chair of the Professional Advisory Council for Torrance Memorial Medical Center. Peggy was originally from New Jersey, married in Vienna, Austria and enjoys cycling with her husband in her leisure time.