Peggy Van Hook is a financial advisor at Finances For Real Life with five years of industry experience. She holds Series 63 and Series 65 licenses and has worked at firms including LPL Financial and Wanda T Toro LLC. Outside of her advisory role, she is a commissioned notary in the State of California. Finances For Real Life serves individual and high-net-worth clients, offering discretionary portfolio management, financial planning, and consulting. The firm employs a combination of analytical methods and long-term strategies, including ESG investing, and manages approximately $108.6 million in assets.

Wanda Toro is a CFP®-certified financial advisor with 27 years of industry experience. She currently serves at Finances For Real Life and has a background that includes working with LPL Financial and operating her own advisory entity, Wanda T Toro, LLC. Outside of her advisory work, she is involved in sports coaching through a home-based business. Finances For Real Life serves individual and high-net-worth clients by providing discretionary portfolio management, flat-fee financial planning, and ad-hoc consulting. The firm uses a variety of analytical methods to tailor portfolios and manages approximately $86 million for around 122 clients.