The Family Wealth Consulting Group is a family financial-planning firm founded by Craig and Peggy Martin in San Jose, CA serving Silicon Valley executives and businesses. The Professional Team at FWCG prides themselves on always being available to inform and educate our clients about their best choices and then help them cute successfully on all issues of their financial lives. The Professional Team at FWCG communicates or meets regularly with clients so we can be currently aware of the most important issues that are critical and timely for each client. The Professional Team at FWCG is dedicated to providing experienced, educated and independent financial advice to our clients so they can make an informed decision that will meet their needs.

 

Craig Martin began his career in the financial planning industry in 1976 at the New York Life Insurance Company. In response to client demands, Craig moved into the security sales business five years later, during the tax shelter fad of the 1980’s. By 1990, dissatisfied with that model, Craig created the model for our current firm He gave up his license to sell securities because he preferred to work in the best interest of the client, not investment product companies. He is dedicated to helping clients make informed decisions with independent, professional advice and counsel, not product sales. Because Craig agreed to a fiduciary contract with his clients, he was now free to utilize what he truly felt were the best, most academically evidenced investment solutions for his client. The FWCG business model continues this fiduciary responsibility to their clients.

We have a fiduciary responsibility to work only for you, the client..

COMMUNITY GIVEBACK

  • Craig served for the Metropolitan YMCA for the past twelve years—six years on the Board of Directors and twelve years on the Endowment Committee.
  • He has taught advanced financial planning courses at the University of California at Berkeley.
  • He served as President of the San Jose Chapter of the Society of Financial Service Professionals in 1992 and 1993.
  • He also served as a board member for the National Association of Insurance and Financial Planners, and he is a member of the Financial Planning Association.
  • Craig is an active member of the Morgan Hill Kiwanis.

EDUCATION / DESIGNATIONS

Craig holds the following designations: CERTIFIED FINANCIAL PLANNER™, Chartered Financial Consultant, and Chartered Life Underwriter.

He earned a B.S. Degree in Molecular Biology at San Jose State University, and earned a Master of Science in Financial Services from The American College.

The MSFS indicates expert-level knowledge of estate and income tax planning, cash flow, insurance, and investments.

 

Martin PeggyPeggy Martin has more than 30 years of experience in the financial services industry.  She has co-founded two companies—The Family Wealth Consulting Group and Estate Guidance and Insurance Services, Inc.  She specializes in enabling clients to achieve their goals and objectives with the Family Wealth Planning process, which includes legacy, financial, estate, investments and insurance planning.

COMMUNITY GIVEBACK

  • Peggy is the Past President of the Silicon Valley Planned Giving Council. Through the Council, she participated in the Incubator Project, which supports local non-profits to create their planned giving policies.
  • Peggy has also worked with the Santa Clara County Girl Scouts, Silicon Valley Children’s Fund, and most recently, Hospice of the Valley.
  • She currently holds the role of Treasurer for the Morgan Hill Branch of the American Association of University Women (AAUW). AAUW’s mission is to offer educational opportunities for girls and women through a variety of programs and scholarships. To support their scholarship essays online programs, AAUW raises thousands of dollars each year in their 10k Wildflower Run, which takes place in Morgan Hill.

EDUCATION / DESIGNATIONS

Peggy holds the following designations: Chartered Financial Consultant, Chartered Advisor for Senior Living, and Chartered Life Underwriter.

She earned a B.S. in Business Management from the University of Phoenix’s online program, where she graduated with honors, and a Master of Science in Financial Services from The American College.

The MSFS indicates expert-level knowledge of estate and income tax planning, cash flow, insurance, and investments.