Peak Financial Planning

We help individuals and couples age 50+ navigate the "Retirement Risk Zone" and live at peace with their wealth.

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.

Additional Resources:

View a Sample Financial Plan

Visit Our YouTube Channel

What is a Comprehensive Financial Plan?

A Guide to the Retirement Bucket Strategy

Financial Advisor vs Financial Planner

Sequence of Returns and the Retirement Risk Zone

How to Handle an Inheritance

What is an Asset Allocation?

Disclaimer: Limitations. This list only serves as a resource to assist an individual in identifying a potential advisor for their review and consideration. The appearance of an adviser on the list is not endorsement by NAPFA of that advisor's services. There can be no assurance that you will experience a certain level of results or satisfaction if you engage a listed advisor. Except for the NAPFA membership fee, the listed advisor did not pay NAPFA a separate fee to appear on the list.
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Advisors at this Office

Disclaimer: Limitations. This list only serves as a resource to assist an individual in identifying a potential advisor for their review and consideration. The appearance of an adviser on the list is not endorsement by NAPFA of that advisor's services. There can be no assurance that you will experience a certain level of results or satisfaction if you engage a listed advisor. Except for the NAPFA membership fee, the listed advisor did not pay NAPFA a separate fee to appear on the list.
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This Office

21201 Victory Blvd Suite 215 Canoga Park, CA 91303 Phone: (818) 600-6099

Primary Office

21201 Victory Blvd Suite 215 Canoga Park, CA 91303 Phone: (818) 600-6099