Advisor at Peak Retirement Planning, Inc.
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Firm
Peak Retirement Planning, Inc.
Location
Columbus, OH 43214
Credentials
Series 65
Industry experience
1 year
Cameron Kaska is a financial advisor at Peak Retirement Planning, Inc. in Columbus, OH, holding a Series 65 designation with one year of industry experience. Prior to joining Peak Retirement Planning, he worked at Kirtland Country Club and attended Kent State University. He is also an independent insurance agent involved in the sale of various insurance products. Peak Retirement Planning serves individual and high-net-worth clients, managing approximately $416 million across 713 accounts through a team of 16 advisors. The firm offers discretionary portfolio management, ongoing financial planning, estate-planning assistance, and tax preparation services provided by an in-house CPA, with an investment approach tailored to each client’s risk tolerance and objectives.
Based on Peak Retirement Planning, Inc.
Based on Peak Retirement Planning, Inc.
Estate planning fees up to $25,000 per engagement; tax preparation flat rate fee negotiated per complexity
Maximum annual advisory fee of 1.50%, charged monthly in arrears based on account value
3600 Olentangy River Road, Building 501
Columbus, OH 43214
Ohio
Peak Retirement Planning, Inc.
2024 - Present (2 years)
Kirtland Country Club
2024 - 2024 (1 year)
UnEmployed
2024 - 2024 (1 year)
KENT STATE UNIVERSITY
2021 - 2024 (3 years)
Full TIme Student
2009 - 2021 (12 years)
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Is not active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Verified by Warmer
CFP®, ChFC®, Series 65, CLU®
Columbus, OH
ClearMind Capital
I’m the founder of ClearMind Capital, a fee-only financial planning firm focused on helping people approach retirement with clarity and confidence. I work with individuals and families who have saved diligently and want help turning their money into a plan that supports the life they want to live. My role is to bring structure, perspective, and guidance around retirement income, taxes, investment strategy, and long-term decision-making. The goal is simple: help clients feel grounded in their plan and confident in the path ahead.
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