Donald Ramirez is a CFP® with 28 years of industry experience, currently serving as an advisor at Peak Wealth Advisors, Inc. since 2009. He also operates a sole proprietorship reselling professional tax software. Peak Wealth Advisors serves individual and high-net-worth clients, trusts, employer retirement plans, and business entities, offering asset management, financial planning, 401(k) asset management, and tax preparation services. The firm emphasizes individualized portfolio construction and continuous supervision, utilizing fundamental and cyclical analysis across various securities with regular reviews and rebalancing.

Helen Sipsas is a CFP® professional with 19 years of industry experience, currently serving at Peak Wealth Advisors, Inc. in San Luis Obispo, CA, where she has worked since 2009. She holds a Series 66 license and is one of two advisory professionals at the firm. Peak Wealth Advisors serves individual and high-net-worth clients, trusts, employer retirement plans, and business entities by providing asset management, financial planning, 401(k) asset management, and tax preparation services performed by licensed tax preparers. The firm emphasizes individualized portfolio construction and ongoing supervision, employing fundamental and cyclical analysis with discretionary management and quarterly reviews.