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YOUR
SUCCESS
IS OUR ONLY
MISSION
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Peggy Lombardo, CFP™, EA
Peggy says that when it comes to investing, she is a strong proponent of the "SWAN" principle - "Sleep Well at Night" - for both her clients and herself. Peggy has provided her expertise and advice to clients in the areas of investment management, tax planning, and real estate for over 20 years. She chose this profession because she felt the need to assist and educate the public in their important financial choices.
Peggy started her career in 1984 after living and traveling extensively throughout the world. While establishing roots in North County San Diego, she owned several different financial service businesses. As an Enrolled Agent (EA), Peggy is licensed by the federal government to represent taxpayers before the Internal Revenue Service (IRS).
- BA, Chemistry, University of Vermont
- EA - Enrolled Agent, IRS 1990
- Member, Nat'l Assoc. of Enrolled Agents
- Certified Financial Planner TM (CFPTM), College for Financial Planning, 1986
- California Real Estate Broker
Peggy is an active Member of the Financial Planning Association; Former Adjunct Faculty Member of the College for Financial Planning; Fellow of The Southern California Institute in La Jolla, CA; and Member of the Fellowship of Graduate Estate Planning Consultants. To schedule an introductory meeting, please call 760-448-2882 or send an email to coaching@tftadvisors.com.
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