Broker Check

Events

Upcoming Events

More events are on the way! Check back soon for more information.

Past Events

May 5, 2026

5:00p - 7:00p

PEEK WEALTH Outdoor Patio

February 19, 2026

6:00p - 7:00p

PEEK WEALTH Lounge

December 14, 2025

11:00a - 1:00p

Marlene's Tea & Cakes

Holiday High Tea

Join us for our annual holiday tea!

October 29, 2025

4:00p - 7:00p

La Costa Wine Co

Halloween Happy Hour

Come enjoy great wine, light bites, and festive company as we celebrate the season together - feel free to bring your spooky spirit!

October 15, 2025

5:00p - 6:00p

PEEK WEALTH Zoom

August 28, 2025

3:00p - 6:00p

PEEK WEALTH Lounge

2nd Annual Cardiff Crack Tri-Tip Pick Up

Swing by and grab your own Cardiff Crack Tri-Tip to grill and enjoy over Labor Day weekend!

July 10, 2025

5:00p - 6:00p

ZOOM ROOM of PEEK WEALTH

May 5, 2025

5:00p - 7:00p

PEEK WEALTH Plaza

March 17, 2025

5:00p - 6:00p

ZOOM

Market Outlook & Cybersecurity Webinar

Mark Hurley, CEO of Digital Privacy and Protection, will provide a 30-minute presentation, followed by a Q&A session. Then Justin Peek will address some of the top concerns about the current market volatility.

November 20, 2024

6:00p - 7:00p

ZOOM ROOM of PEEK WEALTH

October 30, 2024

4:00p - 7:00p

La Costa Wine Co.

Halloween Happy Hour!

Join us for a spooktacular sip 'n' scare, where boos are welcome, and the spirits are not just in the cocktails!

August 29, 2024

3:00p - 6:00p

Peek Wealth Lounge

1st Annual Tri-Tip Pick Up

Swing by and grab your own Cardiff Crack Tri-Tip to grill and enjoy over Labor Day weekend!

August 28, 2024

4:00p - 5:00p

ZOOM ROOM of PEEK WEALTH

July 25, 2024

4:00p - 6:00p

La Costa Wine Co.

Client Happy Hour at La Costa Wine

We can't believe we are almost in mid-July, so we thought it was a great time to take a break from all of our busy summer schedules, and unwind with friends over drinks, nibbles, and conversation.

May 21, 2024

6:00p - 7:15p

The Beacon Lounge (2nd Floor)

Why Estate Planning? Why Now?

Life is unpredictable. Preparedness is everything.

March 19, 2024

4:00p - 5:30p

ZOOM ROOM of PEEK WEALTH

October 25, 2023

4:00p - 7:00p

La Costa Wine Co.

Halloween Happy Hour!

Join us for a spooktacular sip 'n' scare, where boos are welcome, and the spirits are not just in the cocktails!

October 10, 2023

5:30p - 6:00p

ZOOM ROOM of PEEK WEALTH

April 25, 2023

5:30p - 6:15p

ZOOM

Check-In Webinar

45 minutes of Q&A on financial and economic topics submitted by attendees--let us know what's keeping you up at night!

April 25, 2023

5:30p - 6:15p

ZOOM

Check-In Webinar

45 minutes of Q&A on financial and economic topics submitted by attendees--let us know what's keeping you up at night!

December 6, 2022

6:00p - 9:00p

La Costa Wine Company

October 18, 2022

6:00p - 6:45p

ZOOM Room of PEEK WEALTH

Check-In Webinar

PEEK WEALTH October Client Webinar!

September 1, 2022

6:00p - 6:30p

ZOOM Room of PEEK WEALTH

PEEK WEALTH Check-In Webinar

PEEK WEALTH "Check-In Webinar" Thursday, Sep. 1, 6pm PST.

August 25, 2022

4:00p - 7:00p

PEEK WEALTH CLUBHOUSE

PEEK WEALTH AUGUST OPEN HOUSE!

PEEK WEALTH August Open House--Clients, Friends and Professionals Invited!

Event Registration

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