PEAK FINANCIAL PLANNING

PEAK FINANCIAL PLANNING is an SEC-registered investment adviser in Canoga Park, CA, registered since 2026. The firm manages approximately $93 million in...

PEAK FINANCIAL PLANNING

PEAK FINANCIAL PLANNING is an SEC-registered investment adviser in Canoga Park, CA, registered since 2026. The firm manages approximately $93 million in regulatory assets. It employs 7 staff and 4 investment advisers.

linkedin.com/company/peak-financial-planning

General information

Firm type

Asset Manager

Does PEAK FINANCIAL PLANNING operate as a fiduciary?

The firm's name suggests it is a registered investment advisor, which would legally require it to act as a fiduciary under the Investment Advisers Act of 1940. However, without a public Form ADV filing or explicit statement from the firm, this cannot be confirmed. If it is a fiduciary, it must put client interests ahead of its own.

What services does PEAK FINANCIAL PLANNING offer?

Based on its name, the firm likely focuses on financial planning for individuals approaching or in retirement. Typical services for such firms include retirement-income projections, Social Security claiming strategies, tax-efficient withdrawal planning, and insurance reviews. No service menu has been publicly disclosed.

Is PEAK FINANCIAL PLANNING a family office?

No. PEAK FINANCIAL PLANNING is not structured as a single-family or multi-family office. It appears to be a retail financial-planning practice serving multiple individual clients rather than managing the consolidated wealth of one or several ultra-high-net-worth families.

Does PEAK FINANCIAL PLANNING manage institutional capital?

There is no evidence that PEAK FINANCIAL PLANNING manages institutional capital. The firm's branding points toward individual retail clients, and no institutional separate accounts, commingled funds, or pension mandates have been disclosed.

Who are the principals of PEAK FINANCIAL PLANNING?

No principals are named in publicly available sources. The firm has not published a website, LinkedIn page, or regulatory filing that identifies its owners, advisors, or leadership team.

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