Peak Financial Planning

Peak Financial Planning is a Fee-Only Fiduciary Financial Planning and investment management firm in Woodland Hills, California.

There are two universal goals when it comes to retirement planning.

  1. Your money should be able to outlive you.
  2. You should be able to maintain a predictable and reliable standard of living in retirement.

Success in achieving those goals requires careful planning and sacrifice.

We liken the financial and retirement planning process to the process of losing weight.

There are two phases of diet planning – both are required in order to maintain weight loss. The first phase is the diet that helps you lose the weight. You execute that diet until your weight goal is met at which point you switch to phase two – the diet that helps you maintain your new healthy weight.

With financial planning it is much the same. The first phase of a financial plan is accumulating. That phase is maintained until our target net worth or timeframe is met at which point, we switch to phase two – distribution.

The accumulation and distribution phases of your financial life will require different skills, sacrifices, behaviors, and mental models.

It is our belief that this is the purpose of a great financial advisor or financial planner.

If you’d like assistance in breaking the complex problem of preparing for financial independence or retirement down into a simple actionable process, we'd love to be of service.

You can schedule a free financial plan audit call where we can get to know each other a bit.

Or feel free to check out my website to get a feel for how I work with clients. 


Advisors at this Office


This Office

21201 Victory Blvd Suite 152 Canoga Park, CA 91303 Phone: (818) 600-6099

Primary Office

21201 Victory Blvd Suite 152 Canoga Park, CA 91303 Phone: (818) 600-6099