Broker Check

Advisor Bio - Peggy Haslach, CFP®,CLU®

When it comes with complexity... It's Gotta Be A CFP!

My name is Peggy Haslach, CFP®,CLU® . She/her (what's this?)

Peggy has built her practice working with female practice (veterinarians, doctors, and attorneys) and small business owners. At age 53 she made a career change when she saw, first-hand, the effect life events had on women’s financial security. She realized there were very few female financial advisors and financial advisors who could relate to the different planning needs of women and LGBTQ. She also learned that women want a more collaborative and educational approach to planning. Peggy’s clients are smart forward-thinking women who have made the right moves and put the pieces together: their business, their life, their goals, and beliefs, even their savings and your retirement account. But once they have the pieces, struggle with how to fit them together into one cohesive picture that they understand.

Outside of work, Peggy is very active and is passionate about her dogs. She competes with them on a national level in dog agility. Peggy’s wife Desiree also competes in dog agility and is a national and world champion and trainer who travels the world competing with her dogs and training others how to handle their dogs. Peggy and Desiree live in Sumner, Washington with their 4 Border Collies, Daim, Pace, Cru and Peak.

Education & Designations

  • Peggy earned her BA in Economics at Stanford and a certificate in Project Management from San Diego State University. 
  • Peggy has also earned her both her CERTIFIED FINANCIAL PLANNER ™ ( CFP®) and Chartered Life Underwriter ® (CLU®) designations.
  • Peggy is the chapter head of The W Source® Seattle and is a member of the Greater Seattle Business Association (GSBA) and the National LGBT Chamber of Commerce (NGLCC) where she certified as an LGBT Business Enterprise.


                     


FINANCIAL PLANNING WITH A CFP® PROFESSIONAL

Not all advisors are the same...

By choosing to work with a Certified Financial Planner™ professional, you can take comfort in knowing what comes with one of the industry's most prestigious certifications...

We must agree to abide by the CFP Board's Code of Ethics which requires certificants to practice financial planning with fairness and integrity and to be held to the FIDUCIARY standard of always putting the client's interests first.

The CFP® designation is attained through a rigorous course of graduate-level study and a 10-hour exam testing all areas of the financial planning process.
Going forward, certificants are required to complete 30 hours of continuing education every 2 years.

CFP® practitioners agree to abide by a strict code of professional conduct, known as CFP Board’s Code of Ethics and Professional Responsibility, that sets forth their ethical responsibilities to the public, clients and employers.

Learn more here; WHAT IS THE CERTIFIED FINANCIAL PLANNER CERTIFICATION?

Advisor Licensing, Compensation & ADV

Planning for Good offers planning services and wealth management, as well as investment and insurance products from various vendors. As such, we can be compensated in the form of set fees and/or sales commissions, depending on the services you choose. 

I hold the following licenses:

  • Series 7 - General Securities Registered Representative, broker
  • Series 66 - Investment Advisor Representative
  • Life & Health Insurance

These licenses are held in my resident state of Washington, as well as several other states, and additional states can be added to accommodate clients throughout the United States.

These licenses require that I be held to the fiduciary standard of care, that is, to provide advice and recommendations that are in the best interest of my clients. 

For a copy of my SEC Form ADV-Pt.2, please click here. The ADV form is a brochure required by the U.S. Securities and Exchange Commission to provide information such as: an adviser's education, work history, conflicts of interest and disciplinary information, if any.  

Awards and Recognition

  • Peggy is a member of the Cambridge Diversity, Equality, and Inclusion Advisory Council.
  • Peggy currently sits on the board of GenPride, a Seattle based non-profit organization to help LGBTQ seniors age with pride. Peggy was honored as a Rising Star at the 2022 InvestmentNews Diversity, Equity, & Inclusion Awards for her work promoting Diversity, Equity and Inclusion in the financial services industry.

Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the CFP® certification mark, the CERTIFIED FINANCIAL PLANNER™ certification mark, and the CFP® certification mark (with plaque design) logo in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.