Peggie Daly

Peggie Daly is a Managing Director and wealth advisor based in Corte Madera, California, in Marin County. She has spent her career in personal financial services, with a documented background concentrated in accounting, tax preparation, income tax, payroll taxes, strategic and financial planning — the core competencies of a CPA-oriented wealth and tax practice.

She is associated with Polaris Financial Services, Inc. (also branded simply "Polaris"), a Corte Madera firm at 300 Tamal Plaza offering financial planning, certified public accounting, and investment advisory services. Polaris's web domain, `polarismarin.com`, now redirects to Mariner Wealth Advisors, indicating the practice was absorbed into (or affiliated with) Mariner, a large national RIA. Daly's current title is listed as Managing Director at Mariner Wealth Advisors, consistent with Mariner's roll-up of independent advisory teams.

She earned a B.S. in Accounting from California Polytechnic State University-San Luis Obispo (Cal Poly SLO). Her stated skill set — tax preparation, income tax, payroll taxes, strategic planning, and financial planning — is consistent with a tax-focused wealth advisor serving high-net-worth individuals and families rather than a startup investor.

• No stated venture/angel investment thesis could be found. Her documented work is client wealth management and tax/financial planning, not startup equity.
• The firm (Polaris / Mariner) provides integrated services spanning investment advisory, tax, estate planning, and insurance — i.e., managing personal and family portfolios, not deploying seed capital into companies.
• If she does any private investing, it is undocumented publicly; a founder should not assume a seed-check mandate based on the stub label.