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Eric Amzalag, CFP®, RICP®

Financial Planning that Creates Peace of Mind

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Peak Financial Planning Eric Amzalag, CFP®, RICP®
Los Angeles, CA

Serving Clients Nationwide

Financial Planning that Creates Peace of Mind

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(818) 600-6099

Website

Areas of Focus

  • Cash Flow
  • Family and Money
  • Financial Life Planning
  • Investment Management
  • Owning a Business
  • Retirement Planning
  • Taxes

About Me

Hi - I'm Eric Amzalag CFP®, RICP® - I help break down the complex problem of preparing for financial independence (or retirement) into simple actionable steps so that you can bring order to your finances and live in peace with your money.

While studying Economics and Accounting at University of California, Santa Barbara, I knew I wanted a career of service to others. I didn't know what form that would take and began my search.

I walked several paths including real estate brokerage, marketing, and the family business but none of them scratched the itch that I had to be a facilitator and educator.

For the past 10 years my wife and I have owned and run a private gym in Los Angeles CA together - health coaching has been a very influential part of my life. When Covid hit in 2020, my wife and I decided to take our gym business virtual. She took over the business and I became securities licensed and credentialed as a Financial Planner. (While I am no longer a part of the fitness business, my wife Amanda still happily operates it to this day).

I began apprenticing as a formal financial planner and investment advisor at Ameriprise Financial. The experience did not last long - I had a conflict of values with the incentive model of appearing to provide financial advice when in actuality trying to sell insurance policies.

I decided to leave the brokerage and insurance world to launch Peak Financial Planning. My background in health and fitness informs how I run my financial planning practice.

When you go to the Doctor - they take all sorts of diagnostic tests before making any recommendations.

Understanding your health history, what medication you may be taking, what injuries or ailments you’ve had in the past, as well as what injuries or ailments you may be susceptible to allows them to prescribe solutions to you that do not cause harm AND are most likely to solve your problem.

Documenting your Financial Plan is the equivalent of the evaluative process at the Doctors office.

Most financial advice ends up doing more harm than good - ESPECIALLY when that advice is given in absence of a financial plan.

Your Financial Plan is your roadmap - it is the framework that takes into account your financial education, position, and wishes - and allows you to make optimal decisions in accordance with that framework.

With regard to investing, my view is that investing is like gardening.

If you never plant seeds, your garden will never grow. If however, you plant the seeds and then ignore them for the rest of eternity, your garden will become overgrown and rotten.

Yes, it may appear beautiful for a time, but that is an illusion.

Investing is much the same. Investing is a purpose driven activity - the goal of which is to take your saved dollars and maintain your purchasing power over a period of many years.

In order to do this, we must match the time horizon over which you’ll need access to your funds, with an appropriate risk-reward framework, and then select investments that optimize for that.

The work does not end there. Just as with a garden, it is important to harvest the fruits of your labor. You can then use those rewards to expand your garden.

In wealth management this means harvesting your winners, cutting short your losers, and redeploying your capital to “plant new seeds”.

I believe investing is an active discipline that requires ongoing monitoring, adjusting, and expertise.

Thank you for your consideration! I look forward to the opportunity to get to know you!

- Eric Amzalag CFP®, RICP®

Professional Designations

  • CERTIFIED FINANCIAL PLANNER™ Professional
  • Retirement Income Certified Professional (RICP)

Affiliations

  • CFP Board
  • Fee Only Network
  • Financial Planning Association
  • National Association of Personal Financial Advisors
  • XY Planning Network

Primary Location

21201 victory blvd, canoga park ca

Video

Meeting Options

  • Video Conference
  • In-Person
  • Phone
Book Intro Call

Compensation Methods

  • Fee Only
  • Flat Fee
  • Percentage of Assets Managed

Offers Investment Management

Yes

About our Firm

Peak Financial Planning provides Financial Advice for people who don’t want to leave things to chance.
We help diligent savers solidify their financial foundation by providing fiduciary fee-only financial planning, investment advice, and wealth management in Los Angeles, CA. We work with clients virtually across the country.

Our mission is to help our clients simplify their financial lives and avoid costly mistakes with their savings and investment assets. Watching the families we partner with live with greater confidence, wealth, and peace of mind is hugely rewarding.

Together, we will empower, educate, and enable you to make the best financial decisions possible.

We’d love for you to consider our Fee Only Fiduciary CFP® Professional team for the following reasons:

We will help you document your financial wishes and goals.

We can help you create a reliable retirement income stream that you understand, and that will outlive YOU.

We can help you pay the government less so that you have more money to spend on the things you care about.

We can help you craft an investment strategy that you UNDERSTAND and lets you sleep well at night knowing you’ll be taken care of.

You can schedule a free financial plan audit call where we can get to know each other a bit.

Or feel free to check out my website to get a feel for how I work with clients.

Youtube: https://www.youtube.com/@thepeakfp

Education

UCSB Class of 2011, BA Economics and Accounting with an Emphasis on Technology Entrepreneurship

Hobbies and Interests

  • Basketball
  • Camping
  • Exercising
  • Family
  • Reading
  • Running
  • Skiing
  • Working Out

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Who We Serve

  • Baby Boomers
  • Business Owners
  • Contractors
  • Corporate Executives
  • Couples
  • Dual Income Family
  • Entrepreneurs
  • Gen X
  • Newly Engaged / Newlywed
  • Young Families

To make Wealthtender free for readers, we earn a nominal monthly fee from financial advisors and firms in exchange for marketing services (including being featured on this profile page), subject to terms of use. This compensation creates a natural conflict of interest when we favor their promotion over others. Wealthtender is not a client of these advisors or firms. Testimonials may not be representative of other clients’ experiences and do not guarantee future performance or success.

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