Eric Amzalag
Investment adviser representative at Peak Financial Planning
12 yearsExperience
3 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
12 years in the industry.
- Peak Financial Planning, LLCOct 2021 to now
- Crossfit EncinoJun 2014 to now
- Ameriprise Financial Services, LLCDec 2020 to Nov 2021
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2021
State registrations
Registered as an investment adviser representative in 3 states (CA, PA, TX).
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
- 7317053
- Firm CRD
- 317288