Peggy A. B. Estes,  CFP<sup>&reg;</sup> - Financial Advisor

Peggy A. B. Estes, CFP®

936 Goldenrod Ln
San Luis Obispo, CA 93401-7840
(805) 596-0210

General

Peggy Estes is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at in San Luis Obispo, CA and the surrounding communities.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

24

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER™ (CFP®)

Insurance Licenses

  • Fixed annuities
  • Variable annuities

Broker-Dealer Affiliation

None/NA

Broker-Dealer Disclaimer


Financial Advisor's Specialties

Attending College, Charitable & Planned Giving, Asset Allocation, Government & Military, Insurance, Life Planning, Long-term Care

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