A complete list of active advisors currently associated with Peak Financial Planning
Warmer can help you find a great advisor at Peak Financial Planning or one who fits your needs even better.
Peak Financial Planning provides investment management and comprehensive financial planning to individuals, high-net-worth clients, and corporations. The firm delivers continuous, discretionary portfolio management alongside multi-topic planning engagements that address retirement, college savings, business planning, employee benefits optimization, tax planning, and estate considerations, and it does not impose a minimum account size. The firm’s investment approach is grounded in Modern Portfolio Theory and strategic asset allocation, with tactical deviations as market views dictate; it blends active and passive exposures and uses ETFs, options, and hedging strategies where appropriate. Portfolio supervision is tailored to each client’s stated objectives and risk tolerance, with ongoing reviews and the ability to impose client-directed restrictions in writing. Notable operational features in the brochure include a subscription-style Comprehensive Financial Planning engagement (an upfront plan fee plus monthly payments) and an explicit four-month refund guarantee if a client is unhappy. The firm also references participation in educational conferences and events made available through its custodial relationships and highlights services geared to business owners, which are elements that may be less common among peers.
To learn more about the advisors currently working at Peak Financial Planning, 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.
Name |
Location |
Years of experience |
|---|---|---|
Canoga Park, CA
| 5
| |
Canoga Park, CA
| 2
| |
Mc Donald, PA
| 4
| |
Austin, TX
| 2
|
Not sure where to start?
We'll help you think it through — whether you ultimately need an advisor or not.
Warmer helps you compare advisors clearly — so you can choose with confidence.
Warmer provides personalized recommendations and introductions to independent fiduciary advisors. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
Each advisor listed on our site is an independent fiduciary responsible for their own advice. Warmer may receive fees from advisors for participation or referrals; these fees are paid by advisors and do not affect the fees clients pay for advisory services.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Please review an advisor's Form ADV and do your own diligence before entering into an advisory relationship.
By using our service, you agree to Warmer's Terms of Service and Advisory Agreement and Privacy Policy. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. ("Warmer")