Bio: Peggy Bergen

Jul 2, 2010 at 8:54 a.m. ET

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.”


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.

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