Eric Amzalag
Investment Adviser Representative at PEAK Financial Planning
Professional summary
Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.
Eric Amzalag is an investment adviser representative with PEAK Financial Planning in Canoga Park, CA, where they have been registered since 2021. They have worked in the securities industry since 2021 and were previously registered with Ameriprise Financial Services, LLC. They have passed 3 industry qualification exams, including the Series 66 (combined investment adviser and state securities agent) and Series 7 (general securities representative). They are registered to provide investment advice in California, Pennsylvania, and Texas.
Registrations & licenses
- Investment adviser:
- California, Pennsylvania, Texas
Registration requirements vary by state and service. Contact the advisor's firm to confirm whether they can serve you.
Financial-firm registration history
Registration history as reported to FINRA, most recent first.
Reported employment history
Employment the advisor reported on their SEC/FINRA filings, as of October 8, 2026. It may not be a complete history.
- Ameriprise Financial Services, LLCDec 2020 – Nov 2021Woodland Hills, CA
- CrossFit EncinoJun 2014 – no end date reportedEncino, CA
- Peak Financial PlanningOct 2021 – Jan 2026Woodland Hills, CA
- Peak Financial Planning, LLCJan 2026 – no end date reportedCanoga Park, CA
Official records & sources
Data as of June 27, 2026 · Source: SEC IAPD & FINRA BrokerCheck
About PEAK Financial Planning
These details describe the firm overall. Individual advisors' services, clients, and fees may differ.
Fee arrangements the firm reports
- Percentage of assets under management
- Fixed fee
- First tier0.85%
- Second tier1.00%
- Third tier0.75%
- Fourth tier0.50%
Arrangements the firm reports on its Form ADV; this advisor may not charge every fee listed. Estimated from the firm's Form ADV — individual terms may differ. Not a quote.
Services the firm offers
Financial planning engagements (flat fee), wealth management (percentage of assets managed), ongoing retirement planning, tax planning, income planning, and tax-efficient investment management.
Client types the firm serves
Firm assets under management
Under $100M
- Firm disclosures (Form ADV)
- No disciplinary history reportedVerify on SEC IAPD
- Advisors listed on AdvisorFinder:
- 8
- Offices listed on AdvisorFinder:
- 1
- Main office:
- Canoga Park, CA
- SEC file number:
- 801-135890
Counts reflect AdvisorFinder directory coverage, not necessarily the firm's complete network.
Form ADV data as of August 3, 2026
View full firm profileOther advisors at PEAK Financial Planning
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This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Eric Amzalag has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.
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