Hi - I'm Eric Amzalag CFP®, RICP®, founder of Peak Financial Planning and a Flat Fee Financial Planner. 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.

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.

I have completed the Certified Financial Planner coursework and am a Retirement Income Planning Professional (RICP). I look forward to providing value and being of service to you and your household.

- Eric Amzalag CFP®, RICP®