Why Use This Tool?

FPA PlannerSearch Participants:

Are FPA members in good standing
Are CERTIFIED FINANCIAL PLANNER™ professionals
An RIA or bank affiliate
Adhere to FPA's Code of Ethics
Abide by the FPA Standard of Care

Home > Financial Planner Directory > California > San Jose > Margaret (Peggy) M. Stephan, CFP®

Find the Certified Financial Planner™
Who's right for you.

Saved Planners (0)

Margaret (Peggy) M. Stephan, CFP®

Retirement Capital Strategies

1190 Saratoga Ave
Ste 140
San Jose, CA 95129
Phone: (408) 551-6100 x105
Fax: (408) 551-6161

Saved in Saved Planners

Household Income Minimum: $0
Investable Asset Minimum: $0

Specialties

Budget & Debt Management
Comprehensive Financial Planning
Getting Divorced
Government & Military
Women's Finances

How Planner Charges

Salary

Terms of Use|Glossary|Provide Feedback