Peak Financial Planning

Joseph Perez is a CFP® and holds a Series 65 license with two years of industry experience. He has been with Peak Financial Planning since 2023 and previously worked at Kaiser Permanente and the CSUN VITA Tax Clinic. Peak Financial Planning serves individual and corporate clients with discretionary investment management and comprehensive financial planning, managing approximately $43 million in assets. The firm uses a combination of active and passive strategies framed by modern portfolio theory and emphasizes educational outreach through webinars and seminars on various financial topics.

Hi - I'm Eric Amzalag CFP®, founder of Peak Financial Planning. I work with individuals and couples nationwide to help you navigate the Retirement Risk Zone. We build models that help you optimize your retirement income, create spending flexibility in retirement, and help you understand your financial weaknesses. We’d love for you to consider our Fee Only Fiduciary CFP® Professional team for the following reasons: - We will help you document your financial wishes and goals. - We can help you create a reliable retirement income stream that you understand, and that will outlive YOU. - We can help you pay the government less so that you have more money to spend on the things you care about - We can help you craft an investment strategy that you UNDERSTAND and lets you sleep well at night knowing you’ll be taken care of. Please visit our website to get a feel for how we work with clients - www.thepeakfp.com You can also watch hundreds of hours of free retirement guides on our youtube channel at www.youtube.com/@thepeakfp

Sean Stevenson is a CFP® with four years of industry experience, currently serving as a financial advisor at Peak Financial Planning since 2025. Before joining Peak, he worked at Confluence Financial Partners for four years and held roles at Deloitte, Northwestern Mutual, and other firms. Peak Financial Planning serves individual and corporate clients with discretionary investment management and comprehensive financial planning. The firm manages approximately $43 million in client assets and employs a portfolio construction approach based on modern portfolio theory and strategic asset allocation, combining active and passive strategies tailored to client objectives and risk tolerance.

Matthew Warner is a financial advisor at Peak Financial Planning in Austin, TX, holding a Series 66 designation with two years of industry experience. His prior roles include positions at Dimensional Fund Advisors and Weaver. Peak Financial Planning serves individual and corporate clients with discretionary investment management and comprehensive financial planning, using a blend of active and passive strategies guided by modern portfolio theory and strategic asset allocation. The firm also offers educational webinars and seminars on various financial topics and manages approximately $43 million in client assets.