Peak Financial Planning 21201 Victory Boulevard, Los Angeles, CA 91303

"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."

"It’s part of the journey as a small business owner that you come across obstacles that challenge your business. These challenges were tough enough that I as the owner couldn’t figure out on my own. I had hired a few different consultants, business was strategic analyst that couldn’t get the business to where it needed to be either when it came to these obstacles. I came across Eric and within the first month I’m already seeing the difference. He’s very knowledgeable, well rounded and financially literate. I can honestly say, if it wasn’t for him, I don’t think my business would have made to next year! Thank you Eric and the leak financial team!"

"Eric of PEAK FINANCIAL PLANNING is easy to follow, and easy to understand, especially when we were going over my complicated financial situation He a good listener and really tries to inderstand a clients situation before reccomendimg a financial plan. He is based in California and I am located in Boston,… yet I tirned over my finances to him despite the long distance because what he said made sense to me. Watch a few of his utube video session on “fee only financial” advisors before making a final decision,.. then give him a call."

"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."

"If you are looking for sound financial advice as you plan for your retirement, I strongly recommend Peak Financial planning. My wife and I have discovered that numerous financial planners profess to prioritize their clients' interests, but, in reality, they often have additional motivations beyond their clients' well-being. Eric and his team offer a personalized fiduciary service that caters to our specific needs and objectives. If you're in search of financial advisors who genuinely prioritize your interests, we highly recommend Peak Financial Planning."