Valerie Peck (CFP®)

Planning Specialties

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.

Valerie is a CERTIFIED FINANCIAL PLANNER™ professional, Investment Adviser Representative and founder of Peck Financial Advisors, a fee-only practice located in San Diego. She has taught numerous courses throughout San Diego County designed to help individuals set and achieve their financial goals. Valerie holds an MBA from the University of Colorado and is a member of the Financial Planning Association and Estate Planning Council of San Diego.

Additional Information

NAPFA Start Date

January 21, 2014

Industry Start Date

May 01, 2003

This Office

7676 Hazard Center Dr Ste 500 San Diego, CA 92108-4508 Phone: (800) 788-8704