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Valerie Peck (CFP®)

Planning Specialties

Valerie Peck is a San Diego, CA, Fee-Only Financial Planner serving San Diego and all surrounding areas. We advise clients on being prepared financially for both the personal and professional milestones in their lives.

Valerie is a CERTIFIED FINANCIAL PLANNER™ professional, Investment Adviser Representative and was founder of Peck Financial Advisors, a fee-only practice located in San Diego. She has taught numerous courses throughout San Diego County designed to help individuals set and achieve their financial goals. Valerie holds an MBA from the University of Colorado and is a member of the Financial Planning Association and Estate Planning Council of San Diego.

NAPFA Start Date

January 21, 2014

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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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Visit Website 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.

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