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Serving Clients Nationwide
Providing a first-class retirement planning experience for those 50+ or retired
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.If you would like to connect, you are also welcome to call me at (760) 705-1200. The personal one-to-one is what’s most fulfilling, and offline is so much better than online, where we can meaningfully converse. Who are you, and what brought you to my profile 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.
To those evaluating my services, know that I’m intensely focused on the fact that life’s not a rehearsal and precious time is our most important asset. Are you living your ideal lifestyle? Have you defined it yet? And what about those you care most about in the world, what goals and desires do you wish to realize for them?
I craft retirement, estate, college, tax, and investment strategies for a finite group of families. To do so, I use the established CFP process and my background as an 18-year Financial Advisor with the CFP®, CLTC®, CCFC® and AAMS® designations.
My parents are entrepreneurs, and from their successes and challenges, I’ve developed a focus on the needs of baby boomers, business owners, and significant windfalls.
Being 43 years old and married with two daughters, I also advise on late-stage college planning and how to cut the cost of college using EFCs, net price calculators, FAFSA, and CSS profiles.
As it relates to investment advice, my 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.
If you have a significant portfolio in stocks, bonds, ETFs, or funds, inquire about the ‘Year 2000 Acid Test’.
My retirement focus is your ‘work-optional’ lifestyle. Every dollar invested in an account, property, business, or other venture leads to current or future income for you or a successive generation. Helping you ‘define, fund, and complete’ your ideal lifestyle is my 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, I founded a ‘next-level’ firm to serve fewer families more deeply—PEEK WEALTH.
In addition to the soccer, lacrosse, and other activities of our daughters, we love to travel internationally, help at several non-profits below, hang at our home, read books, play cards, play with our dogs, hike the trails behind our house and get to the beach.
Non-profits: 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
- Financial Planning Association
Primary Location
7750 El Camino Real Suite 2E Carlsbad, CA 92009
Meeting Options
- Video Conference
- In-Person
- Phone
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 DisclosureWho 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
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