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Justin Peek | Financial Advisor

Profile img for Justin Peek, financial advisor at PEEK WEALTH
Carlsbad, CA
Justin Peek
Financial Advisor
PEEK WEALTH

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Important Disclosures

Specialties and Expertise

15
Cash Flow Analysis
Tax Minimization Investment Strategies
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 Investing (SRI)
College Planning
Endowments & Charities
Alternative Investments

Clientele

19
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

Credentials and Designations

2
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Certified Financial Planner™

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Accredited Asset Management Specialist®

Education

1
University of San DiegoBachelor of Arts English Business Administration & French Minor StudiesYear Obtained: 2001
Quick Facts About Justin
Years of Experience:21 yearsMember since:2022

Services Provided

How I help my clients

Financial Planning

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Investment Management

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Tax Planning

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Retirement Planning

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Pricing Models

Flat Fee
AUM

Proof of License

SEC Profile
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Carlsbad, CA
Justin Peek
Financial Advisor
PEEK WEALTH
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