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About Peak Financial Planning
Eric Amzalag, CFP ®, RICP® is a Woodland Hills, CA fee-only FIDUCIARY financial advisor serving clients locally and across the country virtually. Peak Financial Planning provides comprehensive financial planning and investment management. We specialize in helping Pre-Retirees and Retirees navigating the Retirement Risk Zone (ten years prior to retiring and first 5 years in retirement). As a fee-only, fiduciary, and independent financial advisor, Eric Amzalag is never paid a commission of any kind, and has a legal obligation to provide unbiased and trustworthy financial advice.
About Peak Financial Planning
Eric Amzalag, CFP ®, RICP® is a Woodland Hills, CA fee-only FIDUCIARY financial advisor serving clients locally and across the country virtually. Peak Financial Planning provides comprehensive financial planning and investment management. We specialize in helping Pre-Retirees and Retirees navigat...
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(3) Reviews for this company
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2 Stars
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3 Stars
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4 Stars
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5 Stars
(3)
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Kevin Dietmeyer
We started with Peak 4/25. I have handled our investments for decades. As I approached wanting to retire at the end of this year at 62, I recognized that this next phase is much more complicated then buying and holding stocks. It was NOT … More
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Michael Givens
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 … More
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Brenda Malottke
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. … More
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Reviews
(3) Reviews for this company
1 Stars
(0)
2 Stars
(0)
3 Stars
(0)
4 Stars
(0)
5 Stars
(3)
K
Kevin Dietmeyer
We started with Peak 4/25. I have handled our investments for decades. As I approached wanting to retire at the end of this year at 62, I recognized that this next phase is much more complicated then buying and holding stocks. It was NOT … More
B
Brenda Malottke
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. … More
M
Michael Givens
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 … More
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