Valerie Peck (CFP®)
Planning Specialties
Valerie Peck is a San Diego, CA, Fee-Only Financial Planner serving San Diego and all surrounding areas. Peck Financial Advisors is a woman-owned financial planning and investment management firm. 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 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.
Additional Information
NAPFA Start Date
January 21, 2014
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