Meet the Team

Your Story Is Our Purpose

“We want our clients to be happy, genuinely happy in life, as well as with us. We hope they feel as comfortable and open around us in sharing their thoughts, feelings, concerns, and accomplishments as they do with their best friends. And that only comes from a relationship of perfect mutual trust and respect, built over time. If you'd like to experience that too, we say, let's meet!"
-Justin Peek

Justin Peek, CFP^®, CCFC^®, CLTC^®, AAMS^®

CEO & Founder

(760) 705-1200

(760) 994-4237

justin@peekwealth.com

Justin Peek is a CERTIFIED FINANCIAL PLANNER™ professional and President of Peek Wealth™. He is located in Carlsbad, CA, and has been providing the financial planning and investment needs of client families for nearly 20....

Mariah Lewis

Administrative Director

(760) 705-1200

(760) 994-4237

mariah@peekwealth.com

When I was growing up, money always seemed to be a stressor for my family. After high school, I found myself working two jobs to put myself through college. One of those jobs was a Teller at Wells Fargo, which would ultimately lead me...

Jill Schindler

Transition and Administrative Director

(949) 354-3018

(760) 994-4237

Jill@peekwealth.com

Jill joined Golden State in 2016 to assist with advisor transitions and on-boarding. During her tenure, she took on additional compliance responsibilities. Jill now serves as the Transition and Administrative Director and oversees all...

Carolynn Bridges, CFP®

Plan Manager

(760) 705-1200

(760) 994-4237

carolynn@peekwealth.com

Hi, I'm Carolynn Bridges, CFP® and I'm the PEEK WEALTH Financial Plan Manager (known as a Paraplanner within the industry), and I live in Huntington Woods, Michigan.What does a paraplanner do?My specialties for you are...