Peggy Kessinger (CFP®, MBA)
Peggy Kessinger focuses in the
following client markets or areas of practice:
- College/Education Planning
- Corporate Executives
- Financial Psychology/Coaching
- Fixed Fee (Subscription, Retainer, etc.)
- Investment Advice with Ongoing Management
- Retirement Plan Investment Advice
- College/Education Planning
- Corporate Executives
- Financial Psychology/Coaching
- Fixed Fee (Subscription, Retainer, etc.)
- Investment Advice with Ongoing Management
- Retirement Plan Investment Advice
Planning Specialties
Do you want to:
- Have clarity on where you want to go.
- Have a plan on how you are going to get there.
- Avoid costly financial mistakes.
- Feel organized and in control.
- Achieve your goals and dreams.
- Work with a trusted advisor that puts your interests first.
Additional Information
Peggy Kessinger is a professional CERTIFIED FINANCIAL PLANNER™ with an MBA who specializes in working collaboratively with clients. She works with clients to understand their values, risk tolerance and time horizons to help them align their finances to achieve their goals. Because of her commitment to objectivity, she is a fiduciary and the firm is organized as a fee-only firm that does not accept commissions of any kind. She is the principal at Cedar Financial Advisors. Peggy is a Kinder trained Life Planner, a College Planner and she has a BS in Industrial Engineering from the University of Michigan. She has 17 years experience in high tech, owns a farm with her husband, has 5 children.
NAPFA Start Date
January 24, 2008
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identifying a potential advisor for their review and consideration. The appearance of an
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no assurance that you will experience a certain level of results or satisfaction if you
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