About

Financial PlannerAs a financial advisor in Boise ID, Peggy has served hundreds of clients in and around the Treasure Valley for over 30 years. Peggy Farnworth, CPA, CFP, CSA is known for her integrity, creativity and compassion. Her ability to address complex situations and a client centered approach enable her to produce financial plans tailored to the client’s specific needs.

Along with a BS in Accounting from Boise State University, Peggy is also a Certified Public Accountant, and Certified Financial Planner and Certified Senior Advisor. Her ongoing professional development and involvement as a financial advisor in Boise, ID, has led to additional course work, committees and community involvement, including:

  • Senior Health Insurance Benefits Advisor Program
  • National Federal Taxation Committee
  • Idaho Financial Literacy Coalition
  • Learn – Local CSA organization
  • Speaker and Trainer for ISCPA* and PERSI*
  • Treasure Valley Estate Planning Council

 

*ISCPA – Idaho Society of CPA’s

*PERSI – Public Employee Retirement Systems of Idaho