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Our Firm

With over 62 years of combined financial services experience, our firm aims to provide clients with sound financial advice driven by our motto: “We are guided by history, not headlines.” We focus on finding common interests, setting clear expectations, and helping you navigate and plan for retirement. 

Peg Lutz, CFP®

Peg Lutz, CFP®

Financial Advisor | peg@yourcfadvisors.com

For over 25 years, Peg has helped individuals and couples make informed financial decisions. She began her career in 1999, achieving her Series 6, 7, 63, and 65 licenses (held with LPL Financial) over the years. In 2005, she earned the CERTIFIED FINANCIAL PLANNER, CFP® designation. In 2018, Peg, along with her partner and spouse, Paul Singer, co-founded Connect Financial. In her 26th year, Peg continues to build lasting relationships based on the fundamentals of investing. 

In her spare time, Peg enjoys traveling and hiking both within the United States and overseas. Her longest hike was over 140 miles, during which she carried her own gear and camped in a hammock. She loves reading, nature, and has way too many bird feeders! She and her husband, Paul, live with their cat, Sasha.

Peg also proudly supports animal rescue organizations like Best Friends Animal Sanctuary, Let's Adopt International, and the HERD Elephant Orphanage. 

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