Peak Financial Planning

Cody Emerson is a CFP® and Series 66-registered advisor with four years of industry experience. He is currently with Peak Financial Planning, where he has been since 2026. His prior experience includes roles at BrightPlan LLC, MDRN Capital, Ameriprise, AE Wealth Management, and Fidelity, as well as service in the United States Marine Corps. Peak Financial Planning serves individual and high-net-worth clients as well as businesses, providing discretionary investment management and comprehensive financial planning. The firm’s investment approach incorporates Modern Portfolio Theory with tactical asset allocation, utilizing diverse strategies and instruments to tailor portfolios, while offering ongoing planning through a fixed-fee subscription model and emphasizing client education.

Adam Haynes is a financial advisor at Peak Financial Planning with four years of industry experience. He holds a Series 65 designation and has held roles at Core Planning, H3 Financial Planning, Albion Financial Group, and Association Financial Services. He has also been affiliated with Brigham Young University since 2019. Peak Financial Planning advises individual and high-net-worth clients as well as businesses, providing discretionary investment management and comprehensive financial planning. The firm’s investment approach combines Modern Portfolio Theory with tactical asset allocation, employing a range of strategies and instruments to deliver personalized portfolios alongside ongoing planning services.

Dillon Rawson is a CFP® professional with five years of industry experience, currently serving as an advisor at Peak Financial Planning in Lehi, UT. His prior experience includes roles at Morgan Stanley, Iron Gate Global Advisors, E*TRADE Capital Management, and Fidelity Investments. Peak Financial Planning serves individual and high-net-worth clients as well as businesses, offering discretionary investment management and comprehensive financial planning across multiple areas including retirement, estate, and business planning. The firm’s investment approach incorporates Modern Portfolio Theory, strategic asset allocation, and diversified investment styles with active monitoring and a fixed-fee subscription model.

Terek Wilson is a financial advisor at Peak Financial Planning with 16 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at firms including Cambridge Investment Research, Foundations Investment Advisors, and ON Investment Management. Outside of his advisory role, he is also active as an insurance agent implementing fixed insurance products as part of his financial planning process. Peak Financial Planning serves individual, high-net-worth, and business clients through discretionary investment management and comprehensive financial planning. The firm’s investment strategy combines Modern Portfolio Theory with tactical asset allocation and diversified approaches, supported by institutional custodian partnerships and a structured onboarding and planning process.

Joseph Perez is a CFP® professional with two years of industry experience, currently serving at Peak Financial Planning. He previously worked at Kaiser Permanente and volunteered at the CSUN VITA Tax Clinic. Perez is based in Canoga Park, CA, and holds the Series 65 designation. Peak Financial Planning advises individual and high-net-worth clients as well as businesses, offering discretionary investment management and comprehensive financial planning. The firm’s approach incorporates Modern Portfolio Theory, strategic asset allocation, and tactical investment strategies, with client engagements delivered through a fixed-fee subscription model emphasizing ongoing monitoring and education.

Anthony Calderon is a CFP® professional at Peak Financial Planning in Phoenix, AZ, with eight years of industry experience. He has held roles at firms including State Street Global Advisors and Charles Schwab. Peak Financial Planning serves individual and high-net-worth clients as well as businesses, offering discretionary investment management and comprehensive financial planning. The firm uses a blend of Modern Portfolio Theory and tactical asset allocation strategies, incorporating a range of investment styles and instruments, and provides ongoing planning through a fixed-fee subscription model with an emphasis on client education.

Hi - I'm Eric Amzalag CFP®, founder of Peak Financial Planning. I work with individuals and couples nationwide to help you navigate the Retirement Risk Zone. We build models that help you optimize your retirement income, create spending flexibility in retirement, and help you understand your financial weaknesses. We’d love for you to consider our Fee Only Fiduciary CFP® Professional team for the following reasons: - We will help you document your financial wishes and goals. - We can help you create a reliable retirement income stream that you understand, and that will outlive YOU. - We can help you pay the government less so that you have more money to spend on the things you care about - We can help you craft an investment strategy that you UNDERSTAND and lets you sleep well at night knowing you’ll be taken care of. Please visit our website to get a feel for how we work with clients - www.thepeakfp.com You can also watch hundreds of hours of free retirement guides on our youtube channel at www.youtube.com/@thepeakfp

Sean Stevenson is a CFP® professional with four years of industry experience. He currently works at Peak Financial Planning, where he has been since 2025. Prior to that, he held roles at Confluence Financial Partners and Deloitte. Peak Financial Planning serves individual and high-net-worth clients as well as businesses, offering discretionary investment management and comprehensive financial planning. The firm utilizes a Modern Portfolio Theory–based investment approach with strategic asset allocation and tactical adjustments, delivering personalized portfolios and ongoing planning through a fixed-fee subscription model.

Matthew Warner is a financial advisor at Peak Financial Planning in Austin, TX, holding a Series 66 designation with three years of industry experience. Prior to joining Peak Financial Planning, he worked at Dimensional Fund Advisors and Weaver. Peak Financial Planning serves individual and high-net-worth clients as well as businesses, offering discretionary investment management and comprehensive financial planning across retirement, college funding, estate planning, tax strategies, business planning, and employee benefits. The firm employs an investment approach based on Modern Portfolio Theory and strategic asset allocation, incorporating multiple strategies and active monitoring within a fixed-fee subscription model.