52 Weeks to Prosperity: Ask Peggy Doviak
What Your Accountant, Banker, Broker & Financial Adviser Might Not Tell
by Peggy Doviak
Non-Fiction, Non-Fiction: Educational
September 21, 2020
Available in: e-Book, Trade Size
When an unscrupulous stockbroker took Peggy Doviak’s mother to the cleaners, Peggy did not just get mad—she changed careers. She became a CERTIFIED FINANCIAL PLANNER professional—vowing to ensure that what had happened to her mother would never happen to anyone else. From the start, Peggy committed to putting her clients’ interests first in a fiduciary relationship, not realizing then that this was optional and unpopular to many in the personal finance world. She went on to earn a master’s in finance with an emphasis in financial analysis (she already had a doctorate in education), and now she works with financial literacy organizations, hosts a Knowledge Circle for the Financial Planning Association, writes a column for the Journal of Financial Planning, and hosts the syndicated radio program Ask Peggy. Although Peggy can’t keep every consumer safe, she keeps trying.
Originally published August 2018 in trade paperback.
When Peggy Doviak’s mother got taken to the cleaners by an unscrupulous stock broker, Peggy got mad. She was so angry that she changed careers from corporate training to financial planning because she wanted to ensure that what happened to her mother never happened to anyone else. She has been committed to putting her clients first through a fiduciary relationship from the first day, not even knowing then that her position was optional and unpopular to many so-called financial advisers. But she’s learned a lot. She earned her CERTIFIED FINANCIAL PLANNERTM practitioner designation and went on to earn a Master’s in Finance with an emphasis in Financial Analysis even though she already had a Ph.D. in education. Active in her profession, Peggy works with financial literacy organizations, hosts a Knowledge Circle for the Financial Planning Association, writes a column for the Journal of Financial Planning, and is a member of the Women in Finance (WIN) Initiative of the CFP Board. She is a consumer advocate for fair financial practices both locally and nationally through her membership on the Legislative and Regulatory Issues Committee of FPA, and she enjoys meeting with lawmakers in Washington, DC. However, perhaps Peggy’s greatest shaping of the profession has come through staying in education. She has taught literally thousands of financial advisers in classes covering advanced certifications, the preparatory curriculum for the CFP exam, and master’s level courses in financial planning. Although Peggy Doviak can’t keep every consumer safe, she keeps trying.