Justin Peek

Carlsbad, CA

Verified Identity

PEEK WEALTH

Years of Experience

21 years

Member Since

2022

Clientele

Retirees

Business Owners

Corporate Executives

Ultra High Net Worth Individuals

Surviving Spouses

Businesswomen

High Net Worth Individuals

Real Estate Developers

Divorcees

Professional Athletes

Attorneys & Paralegals

Wealthy Families

Inheritors

1st Generation Americans

Parents of Special Needs Children

Tech Sales

Doctors

Partners at Law Firms

Nurses

Services Provided

Financial Planning

Investment Management

Tax Planning

Retirement Planning

Specialties and Expertise

Cash Flow Analysis

Tax Minimization Inv...

Retirement Income

Portfolio Construction

Business Ownership Strategies

Succession Planning

Trust Services

Philanthropic Planning and Giving

High Net Worth Planning

Ultra High Net Worth Planning

Sports and Entertainment

Socially Responsible...

College Planning

Endowments & Charities

Alternative Investments

Credentials and Designations

CFP®

Certified Financial Planner™

Click to learn more

AAMS®

Accredited Asset Management Specialist®

Click to learn more

Pricing Models

Flat FeeAUM

Education

University of San Diego

Bachelor of Arts English Business Administration & French Minor Studies

Obtained in 2001

Disclosures and Proof of License

SEC Profile

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