CFPAAMS

    Justin Peek

    Financial Advisor

    PEEK WEALTH
    Carlsbad, California21 years experienceNo minimum minimum

    Areas of focus

    Financial PlanningInvestment ManagementTax PlanningRetirement PlanningCash Flow AnalysisPortfolio ConstructionSuccession PlanningAlternative Investments

    Credentials & background

    Designations

    CFPAAMS

    Education

    Bachelor of Arts English; Business Administration & French Minor Studies University of San Diego (2001)

    Clients served

    RetireesBusiness OwnersCorporate ExecutivesUltra High Net Worth IndividualsSurviving SpousesBusinesswomenHigh Net Worth IndividualsReal Estate DevelopersDivorceesProfessional AthletesAttorneys & ParalegalsWealthy FamiliesInheritors1st Generation AmericansParents of Special Needs ChildrenTech SalesDoctorsPartners at Law FirmsNurses

    The firm

    PEEK WEALTH