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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....

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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

Saving for College 101

Saving for College 101

Here’s a crash course on saving for college.
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Stop Wasting Money

Stop Wasting Money

One way to find money is to examine your current spending habits and eliminate money wasters.
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