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Justin Peek, CFP®, CCFC®, CLTC®, AAMS®

Providing a first-class retirement planning experience for those 50+ or retired

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Peek Wealth Justin Peek, CFP®, CCFC®, CLTC®, AAMS®
Carlsbad, CA

Serving Clients Nationwide

Providing a first-class retirement planning experience for those 50+ or retired

39 Certified Advisor Reviews™
Rate this Advisor

(760) 705-1200

Website

Areas of Focus

  • Education Funding
  • Estate Planning
  • Financial Life Planning
  • Investment Management
  • Owning a Business
  • Retirement Planning

About Me

Hi, I'm Justin Peek. I hope this finds you happy and healthy. On behalf of all my staff, thank you for checking out PEEK WEALTH, it means a lot to us as we love what we get to do each day!

If you would like to have a real conversation about why you’re here checking out financial planners, you are also welcome to call us at (760) 705-1200. The personal one-to-one is what’s most fulfilling about this occupation, and offline is so much better than online (in my opinion!).

Who are you, and what’s causing you to look at financial planners today?

To my clients reading this—THANK YOU for your continued trust and confidence. It’s an honor to serve and advise you, especially now. We are blessed to have the very best clients a financial planner can have, truly. The reviews below simply overwhelm us, you are so kind and we are so grateful.

To those evaluating our services, know that we’re intensely focused on the fact that life’s not a rehearsal and precious time is your most important asset, and we want you to live your Ideal Life. Are you living your ideal lifestyle? Have you defined it? And what about those you care most about in the world—what goals and desires do you want them to be able to achieve that you can directly impact?

We craft retirement, estate, college, tax, and investment strategies for an intentionally small group of families. To do so, we use the established CFP process as our framework for the hardcore planning side, and incorporate our favorite parts of the emerging ‘lifestyle’ financial planning discipline to make sure to incorporate the soft—and most important—side of life into your planning.

If you’re unsure what that means, then you’re really going to experience something so valuable!

Behind all this is my background as 20-year Financial Advisor with the CFP®, CLTC®, CCFC® and AAMS® designations.

Personally, my parents are wild entrepreneurs. From their successes and challenges, I’ve developed a focus on the needs of those wanting to retire really well—baby boomers, business owners, and those who receive significant windfalls. Doesn’t matter if it’s from your grit and hard work, or via an inheritance. My parents continue to show me what’s possible in life and I adore and admire them.

Being 45 years old and married with two teenage daughters, I also advise on late-stage college planning and how to cut the cost of college utilizing SAI values, net price calculators, and how to best navigate the FAFSA, and CSS profile applications. Do you know what kind of merit or need-based aid you will qualify for? THAT’s what we get into.

As it relates to investment advice, our tenure during the Great Recession, then the incredible market recovery, on to Covid19, and now the ‘inflation crisis’, provides a deep base of experience for clients. And if you have a significant portfolio in stocks, bonds, ETFs, or mutual funds, inquire about our unique ‘Year 2000 Acid Test’ for your retirement income. Passive income is what it’s all about in retirement.

And our retirement focus is your ‘work-optional’ lifestyle. Every dollar you invest in an account, new property, a business, or any other venture leads to either current or future income for you or a successive generation. What’s it going to look like? How’s it going to be taxed? How does it fit into your Ideal Life?

Helping you define, fund, and complete your Ideal Life is our professional calling.

And here’s a direct question to test your retirement ‘readiness’:

Do you know EXACTLY how much money you need in order to retire comfortably and REMAIN comfortably retired?

In 2022, from the experience of 18 years with a leading national firm, I founded a ‘next-level’ firm to serve fewer families more deeply so as to utilize EVERYTHING our clients need and want for their financial planning—PEEK WEALTH.

On a family note, in addition to the competitive soccer and other activities of our daughters, we live (and love) to travel internationally. We also believe we have a responsibility to better our community and are involved with several non-profits. In leisure, I personally enjoy hanging at our home, reading fiction and non-fiction books, playing cards, walking our dogs with my wife, and hiking the trails behind our house, and going to the beach!

My favorite topics of conversation: English Football, Financial Planning, Business Growth and Development, and absolutely anything to do with my daughters most of all.

Our non-profit involvements: Carlsbad Charitable Foundation, Scripps Hospital, and the Helen Woodward Animal Center.

Professional Designations

  • Accredited Asset Management Specialist (AAMS)
  • Certification in Long-Term Care (CLTC)
  • Certified College Financial Consultant (CCFC)
  • CERTIFIED FINANCIAL PLANNER™ Professional

Affiliations

  • CFP Board
  • Financial Planning Association
  • visiWealth Advisor

Primary Location

7750 El Camino Real Suite 2E Carlsbad, CA 92009

Meeting Options

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

Compensation Methods

  • Fee Only
  • Flat Fee
  • Percentage of Assets Managed

What to expect in the first meeting

Click the 'Book Intro Call' button above to schedule a free 15-minute introductory call to confirm the ‘what, why and how’ that prompted you to ask for an introduction to us. If we offer the scope of service you are seeking, you are invited to another no-cost, no-obligation 45-minute discovery meeting to dig deeper and get to know you better. We feel we have no right to talk about your money nor tell you what to do with it until we know who you are. Yes, we will discuss services, cost, philosophy, and fit. We seek a long-term partnership with our clients. Helping our individuals and families get and keep their ideal lifestyle is a relationship versus a transaction. You are encouraged to read through all the frequently asked questions on our website!

Offers Investment Management

Yes

About our Firm

Are you retired or preparing to retire within the next 15 years? Are you considering how college and elder-care decisions affect your retirement? Are you including tax and social security strategies in your retirement planning?

You should be living and enjoying your ideal life. Through sharing your most cherished financial dreams and fears, PEEK WEALTH will bring to bear its considerable experience and advice to help your family succeed. You'll be asked thoughtful questions about your life and journey thus far that will motivate you to consider what's next, what you want, and what's non-negotiable in the time you have left.

Is PEEK WEALTH a fit for you?

We focus on serving those who value time and life's preciousness, those that seek candor and follow professional advice, and those that want and will pay for an exceptional experience. Whether you've already made your millions or are building towards them, PEEK WEALTH exists to help you get and keep your ideal life. Cutting through financial confusion and media nonsense, PEEK WEALTH provides holistic and fiduciary advice in our advisory relationship with you.

Whether you wish to generate more immediate income, save for some future need or want, or invest today to preserve and protect the wealth you’ve already created, we're here to partner with you. After helping you to define and document your ideal life, it’s now time to fund and act on your plan!

PEEK WEALTH offers you hands-on service to educate you about financial concepts and products so as to take the mystery out of investing, taxes, insurance, and wealth preservation. The more informed you are, the more confidence and control you experience.

Education

University of San Diego, Bachelor of Arts - BA, English Language and Literature

Volunteer Experience

I'm very involved in the local Carlsbad community. I'm a member of the Carlsbad Chamber of Commerce, Board Chair of the Carlsbad Charitable Foundation, and Advisory Council member of Scripps Hospital. We are also contributors to the Helen-Woodward Animal Center.

Badges

Hobbies and Interests

  • Animals
  • Beach
  • Billiards
  • Board Games
  • Family
  • Golf
  • Hiking
  • Horseback Riding
  • Reading
  • Soccer
  • Traveling
  • Volunteering
  • Yoga

SEC Lookup

View Disclosure

Who We Serve

  • Attorneys
  • Baby Boomers
  • Business Owners
  • Corporate Executives
  • Couples
  • Divorce
  • Dual Income Family
  • Educators
  • Gen X
  • Intergenerational Families
  • Investors
  • LGBTQ
  • Living in Retirement
  • Military
  • Parents
  • Physicians
  • Real Estate Investors
  • Single Women
  • Special Needs
  • Technology Professionals
  • Widow
  • Women Professionals

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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Incredibly helpful college financial planning insights and guidance!

✅ Wealthtender Certified Advisor Review™
Dec 18, 2024
I attended a college financial planning seminar with Justin and opted in for the follow up meeting. Really grateful I did given the comprehensive report he provided and insight on what merit based aid was available for our daughter’s very pricey school choices. Feeling far more confident that she can shoot for the stars and I can help her afford to do so. Highly recommend Justin as an advisor!
Relationship to Financial Advisor: Current Client
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Avatar for Sara
Sara

College Cost Planning

✅ Wealthtender Certified Advisor Review™
Dec 12, 2024
Justin has such an impressive background and a personality that is very easy to connect with. College planning can be an emotional roller coaster--there are so many things to consider when looking at target schools, safe schools, and the price tags of all. Justin explained the many different ways to look at the price tags of schools and the in's and outs of how we could go about financing them. He was super helpful in sharing information about FAFSA and all of the different student loan options. Additionally, ways that we could also save on tuition by having our son work on campus, be an RA, etc. No question was ever perceived as a dumb question! I was at ease the entire time when I was with Justin. Thank you again for making this process so much less stressful!
Relationship to Financial Advisor: Current Client
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Avatar for Denise Simmons
Denise Simmons

Financial Mapping Masterclass!

✅ Wealthtender Certified Advisor Review™
Dec 5, 2024
Not only wisdom and knowledge, but Justin and his team clearly enjoy what they do. It was effortless to quickly develop a rapport with Justin. He thoroughly understands every aspect of this industry and has an innate ability to incorporate financial options that reflect me and my family's values and goals. He's transparent and has a keen ability to communicate complex financial concepts in a way that I was able to understand. He has specialized tools, knowledge and experience with financial planning (retirement and much more) and most importantly for me, financial planning for my child's college journey. It was reassuring to have a brilliant financial brain like Justin to take the time (never rushing or managing the clock) to help me fully understand the scope of my financials. Justin and his team have put their focus on what matters- families futures and I can't imagine trusting any other Financial Advisor.
Relationship to Financial Advisor: Current Client
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Avatar for Yvonne Bello
Yvonne Bello

Working With Peek Wealth Makes Cents!

✅ Wealthtender Certified Advisor Review™
Sep 26, 2024
When Justin and his team decided to start up Peek Wealth, there was no question we would move our portfolio and pivot with him to his new practice. He consistently provides stellar guidance and makes time to consult and catch-up several times a year (or whenever we seek financial advice!). His team is smart, creative and a great group of people we wholeheartedly put our trust in to help us achieve our long-term financial goals.
Relationship to Financial Advisor: Current Client
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Avatar for Heather Steve
Heather Steve

Peek Wealth

✅ Wealthtender Certified Advisor Review™
Jul 22, 2024
It is rare today to find people with qualities including integrity, professionalism and caring for others. Justin and his Peek Wealth team certainly have shown all of these qualities and more since we began working with Justin when his career began with Edward Jones. His guidance for our modest portfolio has been taken on with expert communication and guidance. He has heard our concerns and offered his expertise without fail. We recommend Peek Wealth to anyone in the market for a professional financial advisor. What a fantastic office group to work with!
Relationship to Financial Advisor: Current Client
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Avatar for Barry and Deb C.
Barry and Deb C.

The BEST money manager EVER

✅ Wealthtender Certified Advisor Review™
Jul 14, 2024
Justin and his team are amazing. They are readily available when you have questions. They explain their answers in a way I can understand. My aunt stumbled upon Justin when he was just starting out by knocking on doors. I am so thankful she let him. You won't go wrong using Justin Peek.
Relationship to Financial Advisor: Current Client
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Avatar for Lori F.
Lori F.

Trusted Financial Advisor and Good Friend

✅ Wealthtender Certified Advisor Review™
Jul 10, 2024
My husband and I have known Justin and his family, since he was a boy. We watched him grow and become a wonderful honest, hardworking and kind man. We sought out his financial advice years ago and have seen our nest egg grow, and have been able to plan wonderful trips for our large family. We could not recommend Justin Peek any higher. We value him and his team and thank God for his friendship and wise counsel.
Relationship to Financial Advisor: Current Client
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Avatar for Ron and Jeanne D.
Ron and Jeanne D.

Best Decision

✅ Wealthtender Certified Advisor Review™
Jul 10, 2024
I was referred to Peek Wealth by a friend, and I'm delighted with the service and guidance I've received. Justin's expertise and personalized approach have given me confidence in his ability to guide me effectively in financial planning. His proactive communication in managing my investments keeps me informed about my portfolio's progress and ensures it aligns with my long-term goals. I highly recommend Peek Wealth to anyone seeking a dedicated and knowledgeable financial advisor.
Relationship to Financial Advisor: Current Client
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Avatar for Rob H
Rob H

Trusted Advisor!

✅ Wealthtender Certified Advisor Review™
Jul 9, 2024
We have worked with Justin for 5 years now and were referred by a friend. We had talked about getting a financial advisor for a while as we both didn’t have the time or the energy to spend understanding all the nuances of investing and retirement. We have been very pleased! Justin is so knowledgeable and very personable. He has calmed our fears or concerns while opening our eyes to different options we had never considered before. He has helped to create the best strategy for us. We feel like he’s a friend, not just our advisor. We feel the same about Mariah too! As we have attended different events and met some of his other clients over the years (many who have been with him for 15+ years), we see how happy everyone is with Justin and his team. That is a testament to the relationship and trust he has built with all his clients over the years!
Relationship to Financial Advisor: Current Client
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Avatar for D and E Brown
D and E Brown

Happy with Justin for 20 Years

✅ Wealthtender Certified Advisor Review™
Jul 9, 2024
When my husband and I moved to San Diego from Orange County we wanted a local financial advisor. We interviewed three offices. Justin was near the Oceanside mall in Carlsbad at the time. We both agreed to go with Justin. He made a good appearance and sounded very knowledgeable. I wanted someone who had education and a good personality. Justin fit the bill. I was a high school economics teacher so we could tell he was knowledgeable with a pleasant personality. I’ve been with Justin close to 20 years and have been happy with his care of my portfolio. I know he is a great financial advisor because his clientele has grown. It has been fun watching him mature and improve in all he does. Justin is a great businessman and just a great guy.
Relationship to Financial Advisor: Current Client
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Avatar for Carol H.
Carol H.

Twenty Years of Trusted Advice

✅ Wealthtender Certified Advisor Review™
Jul 9, 2024
Roughly twenty years ago I asked our accountant Tom Applegate for the name of a financial advisor in the Carlsbad area. "A young guy Justin Peek is sharp. Give him a call.” I did and my wife and I are glad we did as our situation was very complicated. Tom and Justin with the help and advise of our attorney Darci Poloni got things organized and today we’re in great shape especially staying the course through his break from Edward Jones. This gave both Peek Wealth and ourselves more independence to invest. It has worked. Try it!!
Relationship to Financial Advisor: Current Client
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Avatar for Tim and Christi S.
Tim and Christi S.

Outstanding Service and Care

✅ Wealthtender Certified Advisor Review™
Jul 9, 2024
I had the pleasure of meeting Justin Peek through mutual friends at various social gatherings. He consistently struck me as a polite, intelligent, and charming individual. During the pandemic, I became increasingly frustrated with the poor management and lack of growth in my investments. My daughter, experiencing exceptional service with Justin at PEEK WEALTH, recommended him to me. From our first meeting, Justin was open, clear, and objective—a breath of fresh air. I immediately felt understood, and my financial goals were clearly outlined. The transition of my investments to Justin's care was seamless, and I quickly felt at home. Since then, Justin and his team have been incredibly attentive to all my questions, needs, and concerns. Justin is always available, and I know I can rely on him. His advice and knowledge have significantly benefited my investments. I am immensely grateful to have found Justin and to trust him with my financial future. His dedication and care are unparalleled. My only regret is not joining PEEK WEALTH sooner!
Relationship to Financial Advisor: Current Client
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Avatar for Luz L.
Luz L.

Financial Advice and Education

✅ Wealthtender Certified Advisor Review™
Jul 3, 2024
I have been working with Justin for about 5 years now and it has been a great experience. He and his team at Peek Wealth are knowledgeable, conscientious, and responsive. With so much ongoing volatility in the market, it is reassuring (and fiscally responsible) to be well cared for. Justin and his team send out regular newsletters covering a variety of topics related to finances and wealth building and how the market is affecting it. His is a voice of reason cutting through the noise. To further assist, Peek Wealth has many tools and products to aid ones' journey at whatever stage of life you are in. I am pleased to work with Justin and the team as I plan for the future.
Relationship to Financial Advisor: Current Client
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Avatar for Beth B.
Beth B.

Amazing Financial Guide

✅ Wealthtender Certified Advisor Review™
Jul 3, 2024
My husband and I started working with Peek Wealth about 18 months ago after working with larger firms in the past, & we couldn’t be more pleased with our experience and the relationship we have built. Working with Justin and team feels we are part of the community and a part of the family. Justin and Mariah routinely check in with us and make sure we are aware of the right opportunities for our family plans. They ar helpful in managing important decisions during a very busy time in our lives. Definitely feels like a bespoke firm and we are so glad we found them to help us plan for the future we want to build for ourselves.
Relationship to Financial Advisor: Current Client
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Avatar for Amy
Amy

Longevity

✅ Wealthtender Certified Advisor Review™
Jul 3, 2024
I personally have been with Justin since the onset of his career. And I trust him probably more than anybody. I know to do the best that he can for me. He truly does care about his clients! And their future. I look at the picture long-term, not day day which I know many people do. But that works for me. I am very happy with how my account has been handled over all these years.
Relationship to Financial Advisor: Current Client
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Avatar for Patt H.
Patt H.

Partner in wealth management

✅ Wealthtender Certified Advisor Review™
Jul 3, 2024
We were introduced to Justin over 14 years ago. We have since moved to Seattle, changed employers, had 2 children, bought and sold homes etc…and Justin and his team were right alongside us. Not only has Justin ensured our financial needs were taken care of, he has provided recommendations of realtors and tax advisors that all centered our best interests. We trust Justin completely with our finances and, even 1200 miles away, feel assured we can contact him or his team anytime and they will be responsive.
Relationship to Financial Advisor: Current Client
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Avatar for Erik and Kirsten
Erik and Kirsten

Guidance, Education, Trust and Loyalty...that's what Peek Wealth offers to our family

✅ Wealthtender Certified Advisor Review™
Jul 1, 2024
We were introduced to Justin years ago by a friend, a CPA. We shared that we needed and wanted a financial planner who would educate us, and make us part of the decision making process. She said, "Justin is your man" and that is 100 percent true. We have been with other financial advisors in our life. We would go to meetings, felt as if we were being "told what to do", not be part of the decision making, or not feel like our needs were being heard. When we met Justin, he immediately made us feel comfortable. In a nutshell....this is what we love about Justin and his team.... Communication: If it isn't Justin directly (often times it is) it is Mariah who consistently emails us to send reminders of tasks, monthly newsletters and has an open communication style of business. We can ALWAYS talk to Justin or meet with him if we have questions that come up. Education: This is so very important to us. I'm not a finance major yet I want to feel like I am knowledgeable about our investments and our future and not just hand it over to someone. Justin and his team make sure we understand every aspect of our investing and the "why" to it. He doesn't just do it because he knows best, but takes the time to teach us to understand his logic behind his decisions. Justin and his team also put out a monthly newsletter that explains current events in the news or stock market. All the questions we have on a daily basis but don't ask, he addresses in a newsletter. In addition, Justin offers speakers for webinars, dinner events and even offers personal one on one meetings if needed. For example, we had questions regarding our trust. Although Justin is very knowledgeable in trusts, he states his limitations and had a respected attorney come in to discuss our trust with us at no additional cost to us. It is his priority that we feel comfortable with or entire portfolio whether he is the expert or needs to get someone who is. Trust: We are not in the financial industry so trusting our advisor is a must. With Justin's knowledge base, years in the industry and communication you can't help but trust him and his team. Family feeling: You may not feel it necessary to feel like family to your financial planner. That was not a priority to us. However, Justin does make us feel like family. He shares the joys and accomplishments of his team with us. He frequently offers appreciation dinners, happy hours and events to express to his clients the appreciation he feels for working with him. He celebrates the joys in your life, such as the birth of a child, or graduation of your teen. He is aware of the passing of a loved one. With each of life's milestones comes different financial decisions. He reaches out to discuss this with you without being asked. That is not intuition, that is being proactive and knowing what your financial needs will be with these changes in life. Having Justin and his team take care of our financial portfolio has brought us sense of calm (hard to do) when dealing with finances. We very much appreciate all Justin offers our family.
Relationship to Financial Advisor: Current Client
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Avatar for Cheryl and John H.
Cheryl and John H.

Appreciation for the Peek Wealth Team

✅ Wealthtender Certified Advisor Review™
Jul 1, 2024
Peek Wealth's all-encompassing financial planning has provided us with the peace of mind we've long sought in a wealth management company. The onboarding experience was enlightening and prompted a shift our mindset in our spending and financial decision-making. It has inspired us to plan not only for anticipated life events but also for the various phases of retirement ahead. By gradually incorporating recommended investment adjustments, participating in webinars on college planning, and staying updated through regular client newsletters, we remain actively involved in preparing for the years to come. We're reassured by the organized approach to our finances, tailored to benefit every member of our family. Justin and his team exhibit great expertise and attentiveness, making us feel valued members of the Peek Wealth community right from the start.
Relationship to Financial Advisor: Current Client
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Avatar for Gunnar and Lin
Gunnar and Lin

PEEK WEALTH: A Family-Centered Approach to Financial Success

✅ Wealthtender Certified Advisor Review™
Jun 30, 2024
After interviewing three financial advisors, we chose Justin at PEEK WEALTH. As a family with three college-bound children, we needed expert guidance to secure their futures and our retirement. Justin stood out as a family man who genuinely cares about his clients. He took the time to understand our goals, helping us align our finances with our dreams. Over the past two years, we've made significant progress toward our financial goals. The attentive and professional staff ensures we always receive timely and insightful advice. PEEK WEALTH goes above and beyond to make us feel like we are part of the PEEK WEALTH family. We highly recommend PEEK WEALTH for personalized and comprehensive financial guidance.
Relationship to Financial Advisor: Current Client
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Avatar for Rob V.
Rob V.

Highly recommend!

✅ Wealthtender Certified Advisor Review™
Jun 28, 2024
I met Justin back in 2010 at a Carlsbad Chamber networking event, and we immediately hit it off. He’s an expert in his field, communicates well, and he’s about as honest as they come. I couldn’t imagine more important character traits for someone to have who’s managing a large percentage of my net worth. Thanks for being who you are, Justin, and I’m impressed with the incredible team you’ve built around you!
Relationship to Financial Advisor: Current Client
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Avatar for Dylan M
Dylan M

Client service is Justin's priority!

✅ Wealthtender Certified Advisor Review™
Jun 27, 2024
We have been with Justin and his team for almost 15 years. He is pro-active, dedicated and always available when needed. We have had moments where we needed Justin's guidance through complex transactions, to moments when we need very little time, but know our investments are safe. He is always professional, knowledgeable and AVAILABLE. We have appreciated his commitment to our family's best interest, and his thoughtful guidance. I have referred Justin to many of my friends and clients, and have always received appreciation for bringing Justin to their attention. We are very grateful for Justin and the Peek Wealth team!
Relationship to Financial Advisor: Current Client
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Avatar for Janet and Kevin M.
Janet and Kevin M.

Never a Doubt

✅ Wealthtender Certified Advisor Review™
Jun 27, 2024
There's not much more we can say that has not been said in the previous reviews...except that it's all true. I met Justin at a business networking meeting nearly 15 years ago and felt confidence in him from the start. It was not long after that we decided to hire Justin (when he was with Ed Jones) and we've been 100% confident in our decision ever since. And his transition to Peek Wealth has only added to the value of his team's service (kudos to Mariah:). It's a good feeling knowing our retirement funds are being managed with expertise, competence, integrity, and by truly caring and kind people. Thank you Justin!
Relationship to Financial Advisor: Current Client
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Avatar for Bob and Lise M
Bob and Lise M

Secure Partnership

✅ Wealthtender Certified Advisor Review™
Jun 27, 2024
Justin has been my financial planner for nearly 17 years. He is an excellent human being and has a treasure trove of knowledge and strategies that helped me build my nest egg for retirement. He has monitored my funds and made brilliant recommendations about ways to invest. He helped me transition some funds to an annuity, which has grown steadily over time. Recently we discussed some tax saving strategies. Justin, Mariah and the team at Peek Wealth are my trusted partners. They look after my financial wellbeing and are continually assessing ways to meet my needs. When I begin my retired life sometime this year, I am in a comfortable and secure place thanks to their expertise.
Relationship to Financial Advisor: Current Client
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Avatar for Kim C
Kim C

Awesome team!

✅ Wealthtender Certified Advisor Review™
Jun 27, 2024
I met Justin many years ago and was impressed by his openness, honesty, integrity and ability to get things done. Together with his outstanding investment advice. Justin surrounds himself with a fabulous team. Great communication and instant responses. Thanks Justin!
Relationship to Financial Advisor: Current Client
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Avatar for Jeremy N
Jeremy N

Trusted partner

✅ Wealthtender Certified Advisor Review™
Jun 27, 2024
Four years ago, we sent a cold call email to a local Certified Financial Planner asking if he had time to review our portfolio and share his thoughts on what adjustments, if any, we should make as we entered the home stretch of our peak earning years. That CFP was Justin Peek, and contacting him turned out to be a brilliant stroke of good fortune. In Justin and the rest of his team at Peek Wealth, we’ve found a trusted partner, there to assist in all aspects of our planning and always available to answer questions or concerns as our circumstances evolve. Visits to the Peek Wealth office are a kind of therapy, where Justin and his team (looking at you, Mariah!) cut through the fog of uncertainty and light up the map of what the next 10, 20, 30, even 40 years look like financially–all because there is a plan in place, a plan we built together. In an industry where it’s easy for the unscrupulous to entice with exaggeration, Justin is a straight-shooter who hires you for your values as much as you hire him for his. And if you are fortunate enough to partner with him and his team, yours will be the peace of mind that comes from knowing your financial future is in good hands.
Relationship to Financial Advisor: Current Client
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
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Beth and Dan

Wish I worked with Justin and PEEK Wealth Sooner!

✅ Wealthtender Certified Advisor Review™
Jun 27, 2024
I have known Justin for over 20 years as we went to college together. I have watched Justin work so tirelessly to not only break into this business but to truly make his practice the best. When Justin started his business, I was working with a different financial advisor, who was fine, but I felt I wanted more. I felt like I was "just another client" to that advisor. I was hesitant to switch to using a friend because I worried it would effect our friendship. My worries were ridiculous! Justin is a true professional. During our initial meeting, he asked me questions about my financial worries and goals that not only had I never been asked but also had never considered. Justin takes the time to really listen and then forms a plan of action based upon those goals. I love working with Justin and the entire team at PEEK, and really wish I had made the switch 20 years ago!
Relationship to Financial Advisor: Current Client
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Avatar for Liza P.
Liza P.

Thanks

✅ Wealthtender Certified Advisor Review™
Jun 27, 2024
We began with Justin when he was with Edward Jones, prior to that we had been with 2 other firms and financial consultants. During that time period I lost a large portion of my retirement and had to go back to work for a number of years. Our daughter in law recommended Justin as she had gone to high school with him and knew him personally. We made an appointment with him and the rest is history. I am now re-retired since 2013 and can honestly say he and his office help have been absolutely terrific with any of our needs, requests or explanations. We believe we are in the best of hands with you and your associates. Keep up the good work!
Relationship to Financial Advisor: Current Client
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
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Eddie and Vicki H

Best decision for financial planning

✅ Wealthtender Certified Advisor Review™
Jun 26, 2024
I have been with Justin from the beginning back when he started with Edward Jones. I was formerly with another advisor but growing disappoints indicated I needed a change. Justin took the time to clearly explain the market and create a strategy that best suited me. I am now happily retired and thankful for his wise financial advice. I'm also grateful for his team. Mariah, the branch operations manager, in Carlsbad deserves accolades as well. She's a wealth of information and is available to direct me in the right direction when I have questions or concerns. After all the years with Justin and his team, I now know I made the right decision. It's been prooven!
Relationship to Financial Advisor: Current Client
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Avatar for Nancy
Nancy

Accessible and Ready to Assist

✅ Wealthtender Certified Advisor Review™
Jun 26, 2024
We had formerly been with an accounting firm with financial advising for 30 years or so. During this time, we had multiple financial advisors. We needed to make a change. I had known Justin for 15 plus years through my business. When I was getting ready to retire, I decided to start making some changes and switched my retirement accounts to Peek Wealth. We were so impressed with Justin’s approach and hands on style. He is not just strictly by the numbers, although that is important. He makes a point of getting to know the whole person, the family, goals, dreams, passions and lifestyle. His guidance has been very comfortable and reassuring as we navigate this new stage of our life. Justin and his team are very accessible and ready to assist with any question, no matter how big or small.
Relationship to Financial Advisor: Current Client
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Avatar for Carol and George O.
Carol and George O.

Family friend

✅ Wealthtender Certified Advisor Review™
Jun 26, 2024
Justin always takes the time to discuss strategy and goals regarding our financial investments. He also has made the effort to take a personal interest in our lives providing us with a comfort level in our relationship that is extremely important in todays "strictly business world"!
Relationship to Financial Advisor: Current Client
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
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Gary L.

Amazing Customer Service

✅ Wealthtender Certified Advisor Review™
Jun 26, 2024
The team at Peek Wealth is amazing, they truly care about us. Their concerns about your financial success is so important and they really listen to your personal goals. Justin and Denise have become like family. We can’t give enough stars for all they have accomplished for us.
Relationship to Financial Advisor: Current Client
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
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Jill and Alex D.

Peek Wealth - The ultimate in trust and integrity

✅ Wealthtender Certified Advisor Review™
Jun 26, 2024
We were with Justin's prior firm due to the trust we have in Justin so it was a "no brainer" to continue our relationship when he developed Peek Wealth. He not only is our financial advisor but a longtime family friend. He's a brilliant young man (OK, maybe not so young anymore) who has provided us guidance through our wealth building adventure. He's talked me off the ledge in difficult times and I am forever grateful he is part of our financial plan. I highly recommend Justin and his team to take care of your financial planning.
Relationship to Financial Advisor: Current Client
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Avatar for Claudia
Claudia

Highly Professional, Above and Beyond

✅ Wealthtender Certified Advisor Review™
Jun 26, 2024
Justin is insightful, responsive, and always willing to help whether the question directly applies or is well outside his job description. I often speak about the “and” when working with industry-specific professionals. What do you get on top of what you are signing up for? It’s been invaluable to have Justin’s insight on financial and non financial matters as we plan for the future.
Relationship to Financial Advisor: Current Client
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Avatar for Randy
Randy

Check These Boxes: Trust, Communication, Acumen, and Personality

✅ Wealthtender Certified Advisor Review™
Jun 26, 2024
Trust. It's the most important characteristic of a financial advisor/client relationship. Justin has ours. Check that box. Communication. The second-most important characteristic. Whenever we have a question, we feel comfortable asking and always hear back from Justin. And on the flip side, he reaches out when needed with personalized check-ins which is very helpful. Conversations are productive and pleasant. Check that box. Acumen. Financially astute, and a bit of a wonk with technology :-) , Justin stays current with the laws and good practices. He is, however, not adverse to asking the right people if he doesn't know the answer. Check that box. Personality. It is truly a pleasure to work with Justin; great sense of community and humor! Check that box.
Relationship to Financial Advisor: Current Client
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Avatar for Alan and Joanne
Alan and Joanne

Best Financial Advisor

✅ Wealthtender Certified Advisor Review™
Jun 26, 2024
We met Justin many many years ago. I am an Accountant and I was referred to Justin's dad to work on his books. At the time, my husband and I were not happy with our Financial Advisor and Justin's dad suggested we contact Justin to see if we were a good fit. Well, the rest is history. We signed up with him when he worked with Edward Jones and then moved with him to his new endeavor (Peek Wealth). We will follow Justin wherever he goes. He is very trustworthy, he helped us with our financial goals, he keeps us on track when we get anxious with the ups and downs of the markets and he is so nice and friendly. His yearly get togethers give us a chance to speak with other investors and meet his family and wonderful staff and enjoy afternoons in special places. We have been retired for a few years and our investments that Justin helped set up have helped us travel and enjoy life. We love Justin and have referred him to others.
Relationship to Financial Advisor: Current Client
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Avatar for Zoya and Richard V.
Zoya and Richard V.

Someone who you can talk to and is really in your corner

✅ Wealthtender Certified Advisor Review™
Jun 26, 2024
Eleven years ago, when we were looking to get a new financial planner, we interviewed 3 individuals. The first two spoke such gobbly goop. I think they thought it would make them sound intelligent and capable. However, to us it just meant that they couldn’t communicate well with their own customer base. Justin was the last of the three. He spoke in terms both myself and my husband could understand. I basically told him all I want from our relationship is for him to help our portfolio grow. And over the eleven years that’s what he has done and much, much more. Financially I’m conservative. I’d likely keep my money under the mattress, but Justin has calmly reminded me – more time than I can count - to hold the course. That with inflation you lose money if you keep it under your mattress. When the pandemic hit, I was sure the sky was falling financially but Justin reminded me, yet again, that the number of stocks and bonds we owned would stay the same and would come back. Which they did. Justin and Mariah are always available when needed. They make whatever time we need to understand, to talk through what’s important to me. Peek Wealth is an ethical and reliable organization, which for someone who is advising us about our financial future, that is unbelievably important. Thanks Justin and thanks Peek Wealth. Joanne and Bill
Relationship to Financial Advisor: Current Client
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Avatar for Joanne and Bill
Joanne and Bill

A Wealth of Knowledge

✅ Wealthtender Certified Advisor Review™
Jun 26, 2024
I first met Justin nearly twenty years ago when he knocked on my door. Since then, we've evolved from strangers to friends, and now he is my trusted financial advisor. For years, I managed my own funds and regretted it. However, once Justin took over, our investments began generating the expected returns. I trust him completely and deeply appreciate the personalized attention he and his staff provide. As a tax professional and business owner, I find Justin's expertise invaluable for both our personal investments and my business's financial needs. Congratulations, Justin, on successfully transitioning to your own firm!
Relationship to Financial Advisor: Current Client
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
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Rodney C, EA

Honest and Trustworthy

✅ Wealthtender Certified Advisor Review™
Jun 26, 2024
Justin is honest and trustworthy—I always tell my friends that it makes me happy to see “good guys” do well! His office staff and colleagues are all wonderful.
Relationship to Financial Advisor: Current Client
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Avatar for GJR
GJR

Trusted Advisor

✅ Wealthtender Certified Advisor Review™
Jun 26, 2024
Justin Peek and team have been a trusted local advisor for our family and we enjoy our discussions as we plan for our future, kids education and family goals. They always have an open door policy and make us feel comfortable. We couldn’t recommend Peek Wealth enough.
Relationship to Financial Advisor: Current Client
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Avatar for Kyle P.
Kyle P.
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