Share this Story

Bio: Peggy Bergen

Meet Peggy Bergen

Margaret (Peggy) Bergen compares her financial planning career to a puzzle: “When we use the right pieces and put them together properly, then the finished picture will be just like we visualized it.”

Meet Peggy Bergen

Bergen has been guiding clients through financial planning for more than a decade. "My mission is to make sure that all clients sleep a little better at night," states Bergen.

She knows that her clients worry about the unknown. They want to make sure that they are doing the right things today to ensure their financial future. To keep up with the knowledge and expertise that allows her to advise her clients well, she obtained her chartered financial consultant, chartered life underwriter and accredited estate planning credentials from the American College. Bergen says, "My knowledge is only half of it, though; my clients and I must go deeper to define their goals and sight their priorities with them. "

Bergen has partnered with her husband Scott to build Vineyard Wealth Management, LLC, in Scottsdale, Arizona. She enjoys reading (anything and everything), traveling (any place, anytime) and spending quality time with her husband and dogs.

See pictures of Peggy Bergen and the other SheKnows Chat Pack experts.

New in SheKnows TV

And you'll see personalized content just for you whenever you click the My Feed .

SheKnows is making some changes!

b h e a r d !

Welcome to the new SheKnows Community,

where you can share your stories, ideas

and CONNECT with millions of women.

Get Started