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Margaret (Peggy) M Stephan CFP®
LPL Financial
1190 Saratoga Avenue |
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Margaret (Peggy) Stephan, CFP® is a CERTIFIED FINANCIAL PLANNER™ practitioner with additional training in the financial issues surrounding divorce. She employs a problem-solving approach to help separating couples make sound financial decisions about their divorce settlement. Peggy provides tools and information to assist clients in evaluating the impact of the important decisions they face. She focuses on educating clients to facilitate a more complete understanding of the long-term consequences of their settlement. Peggy is a member of the Financial Planning Association. The Financial Consultants of Retirement Capital Strategies are also Registered Representatives with and securities are offered through LPL Financial, Member FINRA (http://www.finra.org/) / SIPC (http://www.sipc.org). Investment advice offered through Retirement Capital Strategies, a registered investment advisor and separate entity from LPL Financial. Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness. For a list of states in which our advisors are registered to do business, please visit www.rcsadvisor.com. |
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800.875.1760
