Justin is a CERTIFIED FINANCIAL PLANNER™ professional and CEO and Founder of PEEK WEALTH. He is located in Carlsbad, CA, and he and his team have been providing the financial planning and investment needs of client families for nearly 20 years.
Justin began his career in 2004 with Edward Jones Investments. 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. And the Peek family love to travel globally.
In 2022, Justin founded PEEK WEALTH out of an overwhelming desire to serve fewer clients more thoroughly and individually in an environment where national firms are more focused on one model for all clients. As a result, Justin founded a firm that provides a wide range of both established and cutting-edge resources for your life, investments, financial planning, and overall well-being.
PEEK WEALTH is backed by the resources and technology of one of the largest independent custodians in the financial services industry (LPL). 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 to each client.
Justin is passionate about his clients' goals and dreams and believes that his unique style, expressed by clients as, ‘extremely researched, no-nonsense, and full of love and respect’, is why they choose to work with his firm. Clients describe PEEK WEALTH's most valuable role as that of their family confidant or advocate. Justin often states that the number one rule when entrusted for the financial stewardship of other is "Don't mess with someone else's money!", as a result he attracts the most successful families in his community who recognize that his character and values trump all else.
Being very involved in his community, Justin is a member of the Carlsbad Chamber of Commerce, the current Board Chair of the Carlsbad Charitable Foundation, and an Advisory Council member of Scripps Encinitas Hospital. Justin and his wife, Denise, are also contributors to the Helen-Woodward Animal Center.
Justin is an avid reader of both fiction and non-fiction and a quote he reflects upon often is, "Whatever you do in life, surround yourself with smart people who’ll argue with you." by the famed UCLA Coach John Wooden, whom Justin was fortunate to meet several times in the last few years of the late Wooden's life.
Justin's professional designations to best serve clients--click on the link for detailed info: