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 1 states (or territories).

Current Firm Details
21201 Victory Blvd, Suite 152, Canoga Park, CA 91303
By the Numbers
  • Total Assets Under Management
    16
    MILLION
  • Total Number of Accounts
    95
    ACCOUNTS
  • 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
The map below shows states where this firm has explicit registration only.

CA

Financial Advisors at Peak Financial Planning
Showing 1 - 1 of 1 top financial advisors.
1
Joseph Perez, financial advisor Canoga Park CA
Joseph R. Perez
CRD#: 7862534
21201 Victory Blvd, Suite 152, Canoga Park, CA 91303

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.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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