Peak Financial Planning
Peak Financial Planning provides Financial Advice for people who don’t want to leave things to chance.
We help diligent savers solidify their financial foundation by providing fiduciary fee-only financial planning, investment advice, and wealth management in Los Angeles, CA. We work with clients virtually across the country.
Our mission is to help our clients simplify their financial lives and avoid costly mistakes with their savings and investment assets. Watching the families we partner with live with greater confidence, wealth, and peace of mind is hugely rewarding.
Together, we will empower, educate, and enable you to make the best financial decisions possible.
We’d love for you to consider our Fee Only Fiduciary CFP® Professional team for the following reasons:
We will help you document your financial wishes and goals.
We can help you create a reliable retirement income stream that you understand, and that will outlive YOU.
We can help you pay the government less so that you have more money to spend on the things you care about.
We can help you craft an investment strategy that you UNDERSTAND and lets you sleep well at night knowing you’ll be taken care of.