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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

Administrative Director

(760) 705-1200

(760) 994-4237

mariah@peekwealth.com

I am in this business because I've seen first-hand how money can make or break someone’s true happiness in life. When I was growing up, money always seemed to be a stressor for my family.

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Jill Schindler

Transition and Administrative Director

(949) 354-3018

(760) 994-4237

Jill@peekwealth.com

I'm your guru for account transfers to PEEK WEALTH and I work for the firm Golden State Wealth Management, the company PEEK WEALTH has partnered with for enhanced compliance and supervision.

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Brett Elliott

Financial Advisor

(760) 705-1200

(760) 994-4237

brett@peekwealth.com

I’m Brett, and I'm the newest member of the team. 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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Joe Borriello

CFO Solutions & Support

(760) 705-1200

(760) 994-4237

joe@peekwealth.com

Hello, I'm Joe "the CFO" Borriello and I have over twenty years of experience in the financial services industry, including ten years at TD Ameritrade managing strategic accounts...

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Mary Heitzman, CFP

CFP®

(760) 705-1200

(760) 994-4237

mary@peekwealth.com

I partner with Justin's team at PEEK WEALTH to deliver back-office planning support by providing detailed data analysis and comprehensive planning strategies to assist you in pursuing your financial goals.

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Rebekah Suttle

Client Service Associate

(760) 705-1200

(760) 994-4237

rebekah@peekwealth.com

I will be your primary point of contact for questions regarding your accounts, including move money requests, tax forms and general information.

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Educational Insights

An Overview of Renter’s Insurance

An Overview of Renter’s Insurance

Don’t overlook the need for renter’s insurance if you rent your home.
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A Checklist for When a Spouse or Parent Passes

A Checklist for When a Spouse or Parent Passes

An overview of some fundamental steps when a loved one passes.
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