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Eric Amzalag (BA, CFP®, RICP®)

Eric Amzalag focuses in the
following client markets or areas of practice:

  • AUM
  • Baby Boomers
  • Business Owners
  • Entrepreneurs
  • Fixed Fee (Subscription, Retainer, etc.)
  • Investment Advice with Ongoing Management

Planning Specialties

  • Retirement risk zone planning (navigating the 10 years prior to retirement and the 10 years immediately after retirement during which you are most vulnerable to market downturns)
  • Cashflow and Budgeting
  • Retirement income + distribution planning
  • Family financial planning for couples where at least 1 partner is self employed

Additional Information

Hi - I'm Eric Amzalag CFP®, founder of Peak Financial Planning.

While studying Economics and Accounting at University of California, Santa Barbara, I knew I wanted a career of service to others.

I didn't know what form that would take and began my search.

I walked several paths including real estate brokerage, marketing, and the family business but none of them scratched the itch that I had to be a facilitator and educator.

I began apprenticing as a formal financial planner and investment advisor at Ameriprise Financial. The experience did not last long - I had a conflict of values with the incentive model of appearing to provide financial advice when in actuality trying to sell insurance policies. I decided to leave the brokerage and insurance world to launch Peak Financial Planning.

I look forward to providing value and being of service to you and your household.

Schedule an Intro Call/Meeting

View a Sample Financial Plan

Read Our Case Studies

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NAPFA Start Date

December 14, 2021

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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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Download vCard
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.

Submit