Pacific Peak Advisors, LLC

Robin Robertson is a financial advisor at Pacific Peak Advisors, LLC with 40 years of industry experience. He holds a Series 63 designation and has worked at Pacific Peak Advisors since 2015, alongside roles at TLG Advisors and The Leaders Group, Inc. Outside of advisory work, Robertson is owner and president of RJR Insurance and Financial Services, LLC, which focuses on life and health insurance sales. Pacific Peak Advisors provides discretionary investment management, financial planning, and consulting services to individuals, trusts, high-net-worth clients, and businesses. The firm manages approximately $207 million in discretionary assets and emphasizes personalized investment policies implemented through asset allocation, fundamental and cyclical analysis, and a mix of mutual funds, ETFs, and third-party managers.

Sean Kovich is a CFP® professional with 16 years of industry experience, currently serving as a financial advisor at Pacific Peak Advisors, LLC. He has previously worked at Trumark Financial and TLG Advisors, Inc. Outside of his advisory work, Kovich performs as a bassist in a 1990s cover band and volunteers as a firefighter in Sun Valley, Idaho. Pacific Peak Advisors provides discretionary investment management, financial planning, and consulting to individuals, trusts, high-net-worth clients, and businesses. The firm employs a personalized investment policy approach, utilizing asset allocation, fundamental and cyclical analysis, mutual funds, ETFs, and third-party managers to tailor portfolios on a discretionary basis.