Peak Financial Planning

About

Peak Financial Planning is a finance firm located in Los Angeles that provides comprehensive financial advisory services to clients seeking to build and manage their wealth. Operating during standard business hours Monday through Friday, the firm offers personalized guidance on investment strategy, retirement planning, and long-term financial goals.

Hours

• Monday: 9:00 AM–5:00 PM
• Tuesday: 9:00 AM–5:00 PM
• Wednesday: 9:00 AM–5:00 PM
• Thursday: 9:00 AM–5:00 PM
• Friday: 9:00 AM–5:00 PM
• Saturday: Closed
• Sunday: Closed

Reviews

Eric at The Peak FP was fantastic! He helped us create a comprehensive retirement financial plan that gave us real confidence as we head into retirement. His guidance was clear, thorough, and personalized to our situation. He explained everything in a way we could understand and took the time to address all of our questions and concerns. The service was outstanding from start to finish. We’re so… — Wade Watkins

Having Eric as my financial advisor these last few years has been a rewarding and comforting experience. He is thoughtful, studied, and methodical in my investments, and knows how to stay the course, even when the market becomes unpredictably rocky. Eric not only gives sage advice, but listens to my needs and knows how to adjust to accommodate my future financial stability. Even when it comes to… — Michael Givens

In a sea of "financial advisors," Peak Financial Planning stood out to me for several reasons. Eric Amzalag's videos on YouTube challenge the status quo, whether the topic is asset allocation, Roth conversions, or social security claiming. He is actually willing to help his clients answer the questions Can I retire now? Can I spend what I want to spend in retirement? and When is the optimal time… — Brenda Malottke

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 reti… — R F

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… — Philip Winger