29 min

Peggy Haslach from Finity Group on pink jackets, W Source, LGBTQ and women's finances‪.‬ Erin Keam's Conversations about Closets with my Closest 1000 friends.

    • Fashion & Beauty

About: Peggy earned her BA in Economics at Stanford and a certificate in Project Management from San Diego State University. She holds her FINRA series 7, Series 66, Insurance producer certifications and Chartered Life Underwriter Designation ® (CLU®). Peggy is an active member in the Greater Seattle Business Association (GSBA) and the National LGBT Chamber of Commerce (NGLCC) where she certified as an LGBT Business Enterprise. In 2009 Peggy left behind a 23-year career in corporate management to start her own Senior Move Management and Project Management Consulting businesses. In 2013, at age 53, she made a career change when she saw, first-hand, the effect life events had on women’s financial security. She realized there were very few female financial advisors and financial advisors who could relate to the different planning needs of women and LGBTQ. She also learned that women want a more collaborative and educational approach to planning. Peggy is a lifelong athlete. She was a Highschool All American Swimmer and a member of the Women’s National Waterpolo Team. She has also competed Outrigger Canoe, Team Handball and Dog Agility. As an athlete, trainer and coach, Peggy uses a coach’s approach with her clients. She knows how to inspire women to take control of their financial plan. She works collaboratively with her client’s other advisors (CPA’s, Attorneys, Mortgage Brokers, etc.) to put together a plan where her clients can make and manage their own money, live the lifestyle they want today and feel confident about their tomorrow.

Specialties: Peggy typically works with female practices (veterinarians, doctors and attorneys) and small business owners.

Quote: “You have been assigned this mountain so you can show others it can be moved.” — Unknown

Connect: Contact Peggy at peggy.haslach@thefinitygroup.com or at (503) 380-0041 or visit her website below!

MEMBER SINCE JUNE 2019
LEARN MORE
Registered Representative, Securities offered through Cambridge Investment Research, Inc., a Broker/Dealer, Member FINRA/SIPC. Investment Advisor Representative, Cambridge Investment Research Advisors, Inc., a Registered Investment Advisor. Finity Group, LLC and Cambridge are not affiliated.

Check out the background of firms and investment professionals on FINRA’s BrokerCheck.
Share
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START A CHAPTER
1-833-W-SOURCE
© 2019 The W Source™ - All Rights Reserved.

https://www.thewsource.com/
https://thefinitygroup.com/


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About Erin

Female-identifying and want to be a guest? Book here! https://WearHappyConsult.as.me/conversationsaboutclosets

Erin Keam is a stylist like no other, thanks to her unique The Happy Wardrobe Method. This Method, which provides instant insights and lasting results explores beloved possessions in your home to find personal themes and create a one-of-a-kind Style Statement, transforming your wardrobe and positively impacting your closet, business, career and life. Oh, and she teaches you to look great, get dressed easily and with confidence. Discover your style brand and get to your ideal closet (& life) faster!

https://www.thehappywardrobe.com/

Click to book a FREE Wear Happy Consult (she's on PST time)

https://WearHappyConsult.as.me/FREE

Or to talk about how you look on camera

https://WearHappyConsult.as.me/ZoomReady

Or to sign up for her FREE Zoom-Ready workshops

https://www.thehappywardrobe.com/zoom-ready



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Support this podcast: https://anchor.fm/erin-keam/support

About: Peggy earned her BA in Economics at Stanford and a certificate in Project Management from San Diego State University. She holds her FINRA series 7, Series 66, Insurance producer certifications and Chartered Life Underwriter Designation ® (CLU®). Peggy is an active member in the Greater Seattle Business Association (GSBA) and the National LGBT Chamber of Commerce (NGLCC) where she certified as an LGBT Business Enterprise. In 2009 Peggy left behind a 23-year career in corporate management to start her own Senior Move Management and Project Management Consulting businesses. In 2013, at age 53, she made a career change when she saw, first-hand, the effect life events had on women’s financial security. She realized there were very few female financial advisors and financial advisors who could relate to the different planning needs of women and LGBTQ. She also learned that women want a more collaborative and educational approach to planning. Peggy is a lifelong athlete. She was a Highschool All American Swimmer and a member of the Women’s National Waterpolo Team. She has also competed Outrigger Canoe, Team Handball and Dog Agility. As an athlete, trainer and coach, Peggy uses a coach’s approach with her clients. She knows how to inspire women to take control of their financial plan. She works collaboratively with her client’s other advisors (CPA’s, Attorneys, Mortgage Brokers, etc.) to put together a plan where her clients can make and manage their own money, live the lifestyle they want today and feel confident about their tomorrow.

Specialties: Peggy typically works with female practices (veterinarians, doctors and attorneys) and small business owners.

Quote: “You have been assigned this mountain so you can show others it can be moved.” — Unknown

Connect: Contact Peggy at peggy.haslach@thefinitygroup.com or at (503) 380-0041 or visit her website below!

MEMBER SINCE JUNE 2019
LEARN MORE
Registered Representative, Securities offered through Cambridge Investment Research, Inc., a Broker/Dealer, Member FINRA/SIPC. Investment Advisor Representative, Cambridge Investment Research Advisors, Inc., a Registered Investment Advisor. Finity Group, LLC and Cambridge are not affiliated.

Check out the background of firms and investment professionals on FINRA’s BrokerCheck.
Share
BACK TO TOP
JOIN A CHAPTER
START A CHAPTER
1-833-W-SOURCE
© 2019 The W Source™ - All Rights Reserved.

https://www.thewsource.com/
https://thefinitygroup.com/


----------------------------------------------------


About Erin

Female-identifying and want to be a guest? Book here! https://WearHappyConsult.as.me/conversationsaboutclosets

Erin Keam is a stylist like no other, thanks to her unique The Happy Wardrobe Method. This Method, which provides instant insights and lasting results explores beloved possessions in your home to find personal themes and create a one-of-a-kind Style Statement, transforming your wardrobe and positively impacting your closet, business, career and life. Oh, and she teaches you to look great, get dressed easily and with confidence. Discover your style brand and get to your ideal closet (& life) faster!

https://www.thehappywardrobe.com/

Click to book a FREE Wear Happy Consult (she's on PST time)

https://WearHappyConsult.as.me/FREE

Or to talk about how you look on camera

https://WearHappyConsult.as.me/ZoomReady

Or to sign up for her FREE Zoom-Ready workshops

https://www.thehappywardrobe.com/zoom-ready



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Support this podcast: https://anchor.fm/erin-keam/support

29 min