Peg Eddy

President of San Diego based Creative Capital Management, Incorporated, Peg Eddy is a Certified Financial Planner. Peg and her team provide fee only financial planning services including business counseling, estate planning, succession planning and investment advisory services to entrepreneurs and high net worth individuals throughout the western United States. Many of the clients are owners of multigenerational family businesses.

Peg has served on numerous community boards and volunteers actively in San Diego. She is a member of the San Diego Estate Planning Council, the National Association of Personal Financial Advisors, and the Financial Planning Association. She also is active in the downtown San Diego Rotary Club, serving for three years as Chair of the Rotary Youth Leadership Academy. Currently, Peg serves on the boards of directors at the Academy of Our Lady of Peace in San Diego, the Lightbridge Hospice Foundation and San Diego Social Venture Partners.

A popular speaker at conferences on wealth transfer, Peg writes frequently on financial topics and appears on local and national radio and television programs. Her column on family business and wealth transfer challenges appears monthly in the San Diego Daily Transcript.

She and her husband/business partner, Bob, have been married for thirty-seven years and have two sons--Sean (33), who works in strategic planning at the Wells Fargo corporate headquarters in San Francisco, and Ryan (30), who is following his life’s passion working as a firefighter in Mt. View, California.