Sean Stevenson
Investment adviser representative at Peak Financial Planning
10 yearsExperience
2 statesRegistered in
CFP® certificationDesignation
$93MFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
10 years in the industry.
- Peak Financial PlanningSep 2025 to now
- Confluence Financial PartnersAug 2021 to Aug 2025
- DeloitteAug 2020 to Jul 2021
- State CollegeAug 2019 to Jul 2020
- DeloitteJun 2019 to Jul 2019
- State CollegeDec 2018 to May 2019
- Northwestern MutualMay 2018 to Nov 2018
- State CollegeSep 2016 to Apr 2018
Designations
- CFP® certification
Exams passed
- Series 65 · Uniform Investment Adviser Law2021
State registrations
Registered as an investment adviser representative in 2 states (CA, PA).
Peak Financial Planning
Legal name: Peak Financial Planning, LLC
$93MAssets managed
82Clients
7Advisers
Under 1 yearIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 6901774
- Firm CRD
- 317288