Broker Check

Your Story Is Our Purpose

“After 18 years with one of the largest, most-respected firms in the industry, it is clear to me that the tide of value has shifted for the client.  The autonomy, resources, and flexibility of independent firms like PEEK WEALTH can best provide the most impactful financial planning and investment experience for our clients.”   
-Justin Peek

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

President

(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....

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Mariah Lewis

Branch Operations Manager

(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...

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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...

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Educational Insights

Countdown to College

Countdown to College

Preparing for college means setting goals, staying focused, and tackling a few key milestones along the way.
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Debt Stress

Debt Stress

There’s a link between debt and stress.
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