Parsonex Securities
  • Home
  • About Us
    • Affiliates
      • Parsonex Insurance Agency, Inc.
      • Parsonex Securities, Inc.
      • Parsonex Financial Services, Inc.
  • Services
    • Plan
    • Financial Professional
    • Products
  • Careers
  • Contact
  • Login
    • Virtual Office
    • Financial Professional Site
  • Find a Financial Professional

Peggy Martin

Licenses

Series 6
Series 63
Series 26

Contact details

Phone: 707.953.0305
Email: peggy@parsonex.com
Branch Office: Orange, CA
Directions

Registered Representative

About Me:

I began my career in financial services in 2017. Previously, I was a first grade teacher, and never concerned myself with investments. I first became interested in understanding retirement plans, pensions, and social security when I left my teaching career in 2013. I started out just wanting to get a financial education for myself, so that I could make some sense of it all.

Teaching is still my calling, and now I teach families financial concepts that can make a tangible difference in the quality of their lives. Making a complex subject simple is my specialty. When you have a well-crafted investment plan that you understand, as well as a financial coach, it becomes much easier to stay on track towards your financial goals; and helping my clients stay on track is my mission.

I’m also the wife of a small business owner. My husband is an optometrist with his own practice; and I served as his office manager for several years. I am passionate about helping other small business owners, and their employees, plan effectively for their retirements. I make sure you understand your plan, and that your plan works best for you.

I’ve been married to my husband, Ron, for over 30 years and we’ve raised two wonderful children, a son and a daughter. We are also blessed with two adorable granddaughters. We were born and raised in Southern California, and moved our family to Santa Rosa 15 years ago. We love to spend our free time taking walks, exploring nature, and reading by the lake.


FINRA Broker Check

Visit the branch

Copyright © 2007 - 2023 Parsonex Securities, Inc. All rights reserved. Member FINRA / SIPC. This site is designed for U.S. residents only. Parsonex Securities’ financial professionals may only conduct business with residents of the states for which they are properly registered. Please note that not all of the products and services mentioned are available in every state.

Investments are not FDIC-insured, nor are they deposits of or guaranteed by a bank or any other entity, so they may lose value. Investors should carefully consider the investment objectives, risks, charges and expenses of each fund. This and other important information is contained in each fund's prospectus and summary prospectus, which can be obtained from a financial professional and should be read carefully before investing. Parsonex Financial Services is the marketing name for Parsonex Securities and affiliates. Securities offered through Parsonex Securities, Inc. Member FINRA / SIPC. 8310 S. Valley Highway, Suite 110, Englewood, CO 80112, 303-662-8700.

Legal Disclosures