18400 Von Karman Ave, Suite 400
Irvine, CA 92612
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Peggy Taylor

Vice President, Operations



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In 2006, Peggy joined Pinnacle Consulting Group after 20 years of experience as the Regional Vice President of Operations and Compliance with Lincoln Financial Advisors and as Assistant Vice President of Supervisory trade review for Washington Mutual. Her primary responsibilities focus on the day to day operations and on client service. She maintains the following FINRA registrations: Series 6, 7, 63, 65, and 24 as well as her California Life & Disability Insurance license.