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.

Youtube: https://www.youtube.com/channel/UCNOWw8aSICsAnigrWlIj4yA