A complete list of active advisors currently associated with Center Peak Financial

Warmer can help you find a great advisor at Center Peak Financial or one who fits your needs even better.

Center Peak Financial Services is a state‑registered investment adviser that offers discretionary and non‑discretionary portfolio management, financial planning, consulting, legacy position management, and retirement plan advisory services. The firm reports $65.45 million in assets under management, one advisor, and roughly 114 clients, and its fee model is an asset‑based (percentage‑of‑AUM) schedule billed monthly. The firm describes a primarily equity‑ and fixed‑income oriented approach using strategic and tactical asset allocation, value investing, and long‑term holdings, and it may include alternative investments where suitable. It also provides written financial plans and consulting engagements that explicitly cover externally held products—such as variable life policies, annuities, employer‑sponsored retirement plans, and 529 plans—and retains discretion to manage or exclude legacy positions from billing. Compared with many supported firms, Center Peak’s reported client mix and size are notable: its public filing lists a broad set of client types yet indicates it does not report serving non‑high‑net‑worth or high‑net‑worth individual clients, an uncommon composition for peers in this category. The firm also highlights retirement plan fiduciary work, a Certified Exit Planning Advisor credential, and a formal consulting service for externally held insurance and plan assets, which together suggest a stronger emphasis on business‑owner, plan‑sponsor, and externally‑advised account work than on typical retail individual relationships.

To learn more about the advisors currently working at Center Peak Financial, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.