• Peck Financial Advisors

    • Financial Planning
    • Investments
    7676 Hazard Center Drive, Suite 500
    San Diego, CA 92108
    (800) 788-8704
    Hours:
    Call or Email for an Appointment

    About Us

    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 read more
    • About

      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.

      Our Philosophy:
      - 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.

    • Highlights

      • Fee-Only Advisor
      • Financial Planning
      • Investment Management
    • Whom to Contact

      • Valerie Peck, CFP
        Fee-Only Financial Advisor
        Phone: (800) 788-8704