Eric Amzalag (BA, CFP®)

Eric Amzalag focuses in the
following client markets or areas of practice:

  • Baby Boomers
  • Business Owners
  • Entrepreneurs
  • Investment Advice with Ongoing Management
  • Retirement Plan Investment Advice
  • Retirement Planning & Distribution Rules

Planning Specialties

  • Retirement risk zone planning (navigating the 10 years prior to retirement and the 10 years immediately after retirement during which you are most vulnerable to market downturns)
  • Cashflow and Budgeting
  • Retirement income + distribution planning
  • Family financial planning for couples where at least 1 partner is self employed

Additional Information

Hi - I'm Eric Amzalag CFP®, founder of Peak Financial Planning.

While studying Economics and Accounting at University of California, Santa Barbara, I knew I wanted a career of service to others.

I didn't know what form that would take and began my search.

I walked several paths including real estate brokerage, marketing, and the family business but none of them scratched the itch that I had to be a facilitator and educator.

I began apprenticing as a formal financial planner and investment advisor at Ameriprise Financial. The experience did not last long - I had a conflict of values with the incentive model of appearing to provide financial advice when in actuality trying to sell insurance policies. I decided to leave the brokerage and insurance world to launch Peak Financial Planning.

I look forward to providing value and being of service to you and your household.

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.


NAPFA Start Date

December 14, 2021


This Office

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