Peak Financial Planning - Canoga Park, California

R F.

We highly recommend Peak Financial Planning for your financial planning and wealth management needs. Eric and his team are extremely knowledgeable, articulate, and dedicated to guiding you through the process of understanding your current and projected financial picture as it relates to retirement. Eric conducts an in depth retirement analysis and and greatly facilitates your ability to make retirement decisions in a confident, informed manner.

Philip W.

We are deeply grateful for the outstanding guidance and service Eric and the Peak Financial Planning team have provided us this year. From the start, Eric’s patience in explaining complex investment and retirement concepts, along with the options they presented, empowered us to make well-informed decisions. His clear and thoughtful approach made us feel confident that we are on the right path for our future.

Eric’s technical expertise in retirement planning is wonderfully complemented by his understanding of the personal and emotional challenges these decisions often bring. His knowledgeable and empathetic approach transformed what could have been a stressful transition to retirement into a smooth and reassuring experience.

Our only regret is that we didn’t start working with him sooner, as his guidance would have been invaluable at any stage of our financial journey. Whether you’re just beginning to plan for retirement or are further along in your career, we wholeheartedly recommend Eric and the Peak team.

kaz R.

Eric and the entire Peak team deliver on what I consider to be the most important characteristics of a client-CFP relationship : transparency and accountability.

From the onset, we knew the agreed-upon scope of our engagement and not once during our meetings was there a drift from that point: never sales-y or product-sales oriented.

As for accountability, I could not have asked for a better prepared team, and a better response time for my questions. With the Peak team, you genuinely feel like you are their only client.

We did our due diligence when we decided to go with Eric and the Peak team, and we could not be happier.

Thuy L.

We enjoy working with Eric and Joseph. Our finances were a bit complicated and involved and Eric and team were not only great at deciphering the mess but from it, they were able to present us with various scenarios. They were interested the math but also our money psychology as well.

We started out our journey looking for a planner to see if we were on the right path but Eric is so much more. A great patient coach who is excellent at helping us think through scenarios we hadn't thought of before, not just saying that "yes, your math works." It turns out we also needed someone to challenge our thinking and he does with a lot of knowledge and respect. And not to mention, is excellent at communicating his depth of knowledge as well. We can't recommend Eric and his team enough!

Carina G.

I recently had the pleasure of working with Eric from Peak Financial Planning, and I cannot recommend his services highly enough. From our first meeting, it was clear that he prioritizes clear and thorough explanations, ensuring that I fully understood each decision and its implications. His commitment to transparency is evident in all interactions, making it easy to trust in his guidance and recommendations. Communication with him is seamless, responsive, and always enlightening, which I deeply appreciate. Moreover, Eric employs a diverse set of tools to educate his clients, catering to different learning styles and needs, which has greatly enhanced my understanding of financial planning and investment strategies. For anyone looking for a knowledgeable, trustworthy, and effective financial advisor, Eric comes with my highest endorsement.

Valerie J.

Decided it was time to get serious about retirement planning and after interviewing different fiduciary financial advisors, I listened to my gut and chose Eric. I have appreciated Eric's patience & detailed individualized approach in assisting me to truly understand and get a hold of all (and I do mean ALL) aspects of my finances. Having a clearer understanding of best time to retire and detailed steps to avoid that would have a significant longterm negative financial impact has been very empowering and removed a great deal of anxiety. I would recommend Eric without reservation.

karis L.

Eric has helped my family a ton with debt management along with information on financial planning for the future. He is very responsive when we have questions and very thorough with checking in on a monthly basis. We can’t reccomend him enough to anyone who wants to make a budget, manage their debt, or plan for retirement.

Michael W.

My wife & I recently sold a house, bought a new one, and had a newborn all within the span of a few months. Needless to say we were extremely busy. Eric helped us organize our finances by setting up a system to track our spending, invest excess cash, and optimize our investment accounts. Eric brings attention to detail, creativity, and structure to our financial plan. We appreciate all of his hard work & look forward to continuing to work with Eric & Peak Financial planning!