Peck Financial Advisors

Valerie Peck is a San Diego, CA, Fee-Only Financial Planner serving San Diego and all surrounding areas.  Peck Financial Advisors is a woman-owned financial planning and investment management firm. We advise clients on being prepared financially for both the personal and professional milestones in their lives.

Financial planning and investing accordingly is a process—a series of opportunities, challenges and accomplishments—which is why we cultivate long-term relationships with clients. We're here with you every step of the way, helping you adapt your financial strategies to your evolving life. Whatever your retirement or financial planning needs, let Peck Financial Advisors guide you through the process.

Disclaimer: Limitations. This list only serves as a resource to assist an individual in identifying a potential advisor for their review and consideration. The appearance of an adviser on the list is not endorsement by NAPFA of that advisor's services. There can be no assurance that you will experience a certain level of results or satisfaction if you engage a listed advisor. Except for the NAPFA membership fee, the listed advisor did not pay NAPFA a separate fee to appear on the list.
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Advisors at this Office

Disclaimer: Limitations. This list only serves as a resource to assist an individual in identifying a potential advisor for their review and consideration. The appearance of an adviser on the list is not endorsement by NAPFA of that advisor's services. There can be no assurance that you will experience a certain level of results or satisfaction if you engage a listed advisor. Except for the NAPFA membership fee, the listed advisor did not pay NAPFA a separate fee to appear on the list.
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This Office

Please call for appointment San Diego, CA 92108 Phone: (800) 788-8704

Primary Office

Please call for appointment San Diego, CA 92108 Phone: (800) 788-8704