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40% of U.S. workers have saved
less than $25,000 for retirement.*

*2019 Retirement
Confidence Survey, EBRI

Only 42% of Americans know how
much money to save for retirement.*

*2019 Retirement Confidence Survey, EBRI

43% of retirees left
the workforce earlier
than planned.*

*2019 Retirement
Confidence Survey, EBRI

Peggy Kelleher

Peggy Kelleher

Vice President / LPL Financial Advisor

Office: 772.233.4315
Mobile: 561.933.2117
Fax: 772.233.4316
E-mail:

Website: Visit my web site!

 

Qualifications

 

  FINRA 

  •   General Securities Representative and (Series 7)
  •   Investment Advisor Representative (Series 66)
  •   Investment Company and Variable Contracts
  •   Products Representative (Series 6)

 

 

  Florida Department of Financial Service*

  •   Health, Life, and Variable Annuity Insurance License (215)

 

  LPL Financial*

  •   LPL Financial Advisor

 

  Education

  •   State University College of New York; Bachelor of Science

 

CRPC conferred by The College for Financial Planning*

  • Chartered Retirement Planning Counselor SM

 

*Registrations held with LPL Financial

 

Areas of focus

  • Investment Planning and Portfolio Management
  • Risk Management
  • Retirement Planning Strategies
  • Planning for Charitable Giving
  • Estate Planning Strategies

 

Memberships and community

  • Kiwanis Club of Delray Beach, Director
  • Delray Beach Initiative, Director
  • Greater Delray Beach Chamber of Commerce