Meet Peggy Haslach, CFP®,CLU®

Registered Representative, Securities offered through Cambridge Investment Research, Inc., a Broker/Dealer, Member FINRA/SIPC. Investment Advisor Representative, Cambridge Investment Research Advisors, Inc., a Registered Investment Advisor. Finity Group, LLC and Cambridge are not affiliated.

Check out the background of firms and investment professionals on FINRA’s BrokerCheck.

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.

Areas of Expertise for Peggy:

• BA in Economics at Stanford and a certificate in Project Management from San Diego State University
• FINRA series 7, NASAA Series 66 and Life & Health producer certifications
• Chartered Life Underwriter Designation ® (CLU®)
• Member of The Finity Group’s Diversity, Equality and Inclusion Committee and has a 3-year term as part of the Cambridge Diversity, Equality, and Inclusion Advisory Council
• 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
• Currently sits on the board of GenPride, a Seattle based non-profit organization to help LGBTQ seniors age with pride
• A Rising Star at the 2022 InvestmentNews Diversity, Equity, & Inclusion Awards for her work promoting Diversity, Equity and Inclusion in the financial services industry.

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.

Feel free to contact Peggy.

She will be excited to know you!