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 years. Justin began his career in 2004 with Edward Jones. Over an 18-year career, he learned that the most impactful partnerships—where real ‘magic’ happens between client and advisor—is when there is alignment on values and philosophy. Justin is married to his wife, Denise, whom he met at the University of San Diego. Together they have two daughters, Ryan and London. Justin is a citizen of three countries—born in Toronto, Canada; raised in London, England; and an immigrant to San Diego, CA in 1992. Justin’s diverse background and perspective is helpful for his clients given the global investment world today.
In 2022, Justin founded Peek Wealth out of a strong desire to serve clients more thoroughly and individually while big firms focus on ‘gathering assets’ and opening as many new accounts as they can. As a result, Justin founded a firm that provides a wider range of resources for your life, investments, and financial planning technology. Peek Wealth is backed by the resources and technology of one of the largest independent custodians in the financial services industry. This, together with the autonomy and nimbleness of a family office, provides a next-level experience for clients to accomplish what’s most important to them. Justin operates under a fiduciary standard as a CERTIFIED FINANCIAL PLANNER™ and his firm serves a limited number of families to ensure they provide the highest level of comprehensive advice.
Justin is passionate about his clients goals and dreams and believes that his unique approach, expressed by clients as, ‘no-nonsense with love and respect’, is why they choose him. Clients describe his most valuable role as that of their family confidant or advocate. Very involved in his community, Justin is a member of the Carlsbad Chamber of Commerce, Board Chair of the Carlsbad Charitable Foundation, and Advisory Council member of Scripps Hospital. The Peek’s are also contributors to the Helen-Woodward Animal Center.
“Life is not the way it’s supposed to be. It’s the way it is. The way you cope with it is what makes the difference.” - Virginia Satir