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....

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...

Madelyn Roberts

Client Service & Marketing Associate

(760) 705-1200

(760) 994-4237

madelyn@peekwealth.com

Hi, I’m Madelyn, and I’m thrilled to join Peek Wealth as its newest member! I graduated from Emory University with a degree in Philosophy and Political Science, and I bring a mix of research skills, tech know-how, and a love for...

Conrad Travassos

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...