Peggy Lombardo, CFP®, EA

Peggy on SCI

Peggy on TFT

Ms. Lombardo says that when it comes to investing, she is a strong proponent of the “SWAN” principle – “Sleep Well at Night” – for both her clients and herself. Peggy has provided her expertise and advice to clients in the areas of investment management, tax planning, and real estate for over 20 years. She chose this profession because she felt the need to assist and educate the public in their important financial choices.

Peggy started her career in 1984 after living and traveling extensively throughout the world. While establishing roots in North County San Diego, she owned several different financial service businesses. As an Enrolled Agent (EA), Peggy is licensed by the federal government to represent taxpayers before the Internal Revenue Service (IRS).

• BA, Chemistry, University of Vermont
• EA – Enrolled Agent, IRS 1990
• Member, Nat’l Assoc. of Enrolled Agents
• Certified Financial Planner TM (CFP^™), College for Financial Planning, 1986
• California Real Estate Broker