“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 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....
Branch Operations Manager
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...
Transition and Administrative Director
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...
Client Service Associate