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
Certified Financial Planner™
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Accredited Asset Management Specialist®
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Pricing Models
Flat FeeAUM
Education
University of San Diego
Bachelor of Arts English Business Administration & French Minor Studies
Obtained in 2001
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