Cltc® Cfp® Justin Peek Ccfc® Location
Carlsbad, CA, US
Cltc® Cfp® Justin Peek Ccfc® Work
- 2022 - now CEO and Founder @ PEEK WEALTH
- 2004 - 2022 Financial Advisor @ Edward Jones
Cltc® Cfp® Justin Peek Ccfc® Education
- University of San Diego
Bachelor of Arts - BA (English Language and Literature)
1997 - 2001 - University of San Diego High School1994 - 1997
Cltc® Cfp® Justin Peek Ccfc® Skills
- Ira Distribution and RMD Strategies
- Business Retirement Plan Design and Evaluation
- College Savings Plans and Strategies
- Life Insurance and Annuity Policy Reviews
- Long Term Care and Disability Need Evaluation
- Investment Porfolio Design and Assessment
Cltc® Cfp® Justin Peek Ccfc® Summary
Cltc® Cfp® Justin Peek Ccfc®, based in Carlsbad, CA, US, is currently a CEO and Founder at PEEK WEALTH. Cltc® Cfp® Justin Peek Ccfc® brings experience from previous roles at Edward Jones. Cltc® Cfp® Justin Peek Ccfc® holds a 1997 - 2001 Bachelor of Arts - BA in English Language and Literature @ University of San Diego. With a robust skill set that includes Ira Distribution and RMD Strategies, Business Retirement Plan Design and Evaluation, College Savings Plans and Strategies, Life Insurance and Annuity Policy Reviews, Long Term Care and Disability Need Evaluation and more.
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