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(760) 705-1200
justin@peekwealth.com
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Your Story Is Our Purpose

“We want our clients to be 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

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

CEO & Founder

(760) 705-1200

(760) 994-4237

justin@peekwealth.com

I'm Justin Peek, a CERTIFIED FINANCIAL PLANNER® professional and CEO and Founder of PEEK WEALTH. I'm located in Carlsbad, CA, and my team and I have been providing the financial planning and investment needs of client families since...

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Brett Elliott

Brett Elliott

Financial Advisor

(760) 705-1200

(760) 994-4237

brett@peekwealth.com

I’m Brett, and I joined PEEK WEALTH in April of 2024. I've been meeting with clients and crafting their financial plans for over four years at a prior firm. I jumped on the opportunity with PEEK WEALTH after learning just how far...

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Madelyn Roberts

Madelyn Roberts

Client Service & Marketing Associate

(760) 705-1200

(760) 994-4237

madelyn@peekwealth.com

I’m Madelyn Roberts, I joined PEEK WEALTH in October 2024.I graduated from Emory University with a BA in Philosophy and Political Science, and I am thrilled to jumpstart my career in the financial services profession at PEEK...
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Conrad Travassos, FSCP®

Conrad Travassos, FSCP®

Licensed Service Associate

conrad@peekwealth.com

Hi, I’m Conrad, and I joined PEEK WEALTH in October of 2025 as a Licensed Service Associate. I’m thrilled to be part of a team that’s so dedicated to helping clients simplify their finances and build the life they truly want. In my...

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Educational Insights

The Anatomy of an Index

The Anatomy of an Index

The S&P 500 represents a large portion of the value of the U.S. equity market, it may be worth understanding.
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Tax & Estate Strategies for Married LGBTQ+ Couples

Tax & Estate Strategies for Married LGBTQ+ Couples

Learn how to maximize your tax and estate strategy as a married member of the LGBTQ+ community.
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