Peak Financial Planning
Peak Financial Planning (CRD# 317288) is a financial advisory firm headquartered in Canoga Park, CA. They manage $16,000,000 in 95 accounts and serve the financial needs of clients across 2 states (or territories).
Current Firm Details
Peak Financial Planning
By the Numbers
-
Total Assets Under Management16MILLION
-
Total Number of Accounts95ACCOUNTS
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Average Account Value$168,421
Compensation Options
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
Advisory Services Offered
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Educational seminars/workshops
Types of Clients
Registered States
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
CA, TX
Financial Advisors at Peak Financial Planning
1
Joseph Perez (CRD# 7862534) is an Investment Advisor Representative working at Peak Financial Planning in Canoga Park, CA and has 1 year of experience in the finance industry.
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