Peggie Daly, Managing Director

Peggie Daly, CPA, CFP®

Managing Director

Corte Madera, CA

As a managing director and senior wealth advisor, Margaret M. Daly (Peggie) provides personalized wealth advice with a goal of helping individuals, families and businesses achieve their objectives. Peggie maintains a particular focus on tax planning and preparation, and has worked as a tax professional since 1989.

In 2000, Peggie founded her own accounting practice, focused on income tax planning and preparation for individuals, small businesses, trusts and estates. In 2007, Peggie joined Polaris Financial Services, Inc. She assumed full ownership of Polaris Financial Services in 2012. The company’s name was changed to Authent Advisors, Inc. in 2016 and was acquired by Mariner Wealth Advisors in 2019.

Peggie has a bachelor’s degree in business administration with a concentration in accounting from California Polytechnic State University, San Luis Obispo. She is a Certified Public Accountant and a CERTIFIED FINANCIAL PLANNER professional.