Peck Financial Advisors is a fee-only, woman-owned firm that advises clients on being prepared financially for milestones in their lives, both personal and professional. We provide financial planning services, including risk management and estate planning, as well as direct management of investments.
- It’s personal. We evaluate and advise, mindful of what brought you to this point and what may encourage or discourage you along the way.
- Planning and implementation are processes. We work with our clients on an ongoing basis to guide them and be a resource through the turbulence and the milestones.
- We are fee-only (not fee-based, not commissioned), which means we are only paid by you and never paid by fund companies, insurance companies or other product or service companies.
- We invest based on research, diversification and controlling costs. We don’t chase investment trends. We do monitor investment research to identify effective strategies.
Hazard Center at the intersection of Friars Road and Frazee Road in Mission Valley.