# PEAK FINANCIAL PLANNING

PEAK FINANCIAL PLANNING is an Asset Manager.

## Overview

- **Organization type:** Asset Manager
- **Assets under management:** Undisclosed
- **LinkedIn:** https://www.linkedin.com/company/peak-financial-planning

## Regulatory record

- **CRD number:** 317288
- **SEC file number:** 801-135890
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/317288

## About

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.

## Questions

### 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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- [Still River Financial Planning](https://altss.com/profile/still-river-financial-planning)
- [Carr Financial Group](https://altss.com/profile/carr-financial-group)

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Last updated: 2026-06-03T20:00:00.000Z

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