About Peak Financial Planning

Fee-only, Fiduciary Financial Planning

We help you navigate the retirement risk zone and find peace with your finances
(Not sure what the Retirement Risk Zone is? Click here to learn more)

See if you're a fit

Financial Advice For people who don’t want to leave things to chance

We help diligent savers identify their "Spending Speed Limit", or the most they could safely spend each year in their retirement. We then help them build "Retirement Systems" so that they can monitor their financail health and avoid surprises.

We are a fee-only, fiduciary, financial planning and wealth management team 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 can empower, educate, and enable you to make the best financial decisions possible.

Your Personal Finances Shouldn't Be That Complicated

Welcome to Peak Financial Planning. We are independent, fee only, fiduciary financial planners doing things different. Doing things our way. We want to empower you. We want to educate you. We want you to have a TRUE fiduciary in your corner. It feels terrible to say it, but you are in a battle for your financial life.

It's time to choose. Are you going to continue to let Big Finance determine YOUR financial future or are YOU ready to take control?

Expert partners on your financial journey

Fiduciary Certified Financial Planners in Los Angeles

Eric Amzalag, CFP®, RICP®
CEO, Financial Planner
Joseph Perez
Wealth Advisor

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Eric Amzalag, CFP®, RICP® is the founder of Peak Financial Planning, an independent financial planning firm he established in 2022 that specializes in helping individuals and couples navigate the critical decade before and after retirement. Eric holds a Bachelor's degree in Economics and Accounting from UC Santa Barbara, along with the Certified Financial Planner™ and Retirement Income Certified Professional® designations. He takes an education-first approach to retirement planning, empowering clients to make confident decisions about spending, investing, and tax optimization through his signature framework, "Navigating the Retirement Risk Zone." He is also the host of a growing YouTube channel with nearly 50,000 subscribers, where he uses data-driven analysis to challenge conventional retirement wisdom and help viewers rethink outdated financial rules. Eric founded Peak Financial Planning on the belief that retirees deserve to live rich rather than die rich — and that the right plan should give them the confidence to do exactly that. Eric is married to Amanda and has fraternal twin boys Isaiah and Elijah. On their free time, Eric and Amanda enjoy mountaineering, fitness races, and are currently doing hyrox mixed doubles races together.
Joseph Perez, CFP®, is our Head Financial Planner. Joseph has been with Peak Financial Planning for 3 years, and is passionate about ensuring clients get not only the financial education and support they need but also the emotional support across the planning process.

Joseph graduated from Cal State Northridge with a BS in Business and a concentration in Financial Analysis. He spent two years volunteering at CSUN’s VITA tax clinic. He enjoys educating and helping people understand principles to feel more confident in their decisions.

In his free time he enjoys going to the gym, exploring local trails in the Santa Monica mountains, taking road trips to state parks, and playing with his puppy Luna.
Sean Stevenson, CFP®
Wealth Advisor
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Karen Ochoa,
Office Manager
Adam Haynes
Wealth Advisor
Matthew Warner
Financial Planner
Adam Deutsch
Financial Planner

Affiliations

Memberships & Affiliations

For more than 30 years, CERTIFIED FINANCIAL PLANNER™ certification has been the standard of excellence for financial planners. CFP® professionals have met extensive training and experience requirements, and commit to CFP Board's ethical standards that require them to put their clients' interests first.
Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the CFP® certification mark, the CERTIFIED FINANCIAL PLANNER™ certification mark, and the CFP® certification mark (with plaque design) logo in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
The RICP® is the nation’s leading credential for building integrated and comprehensive retirement income plans. A key focus is understanding, choosing, and executing a sustainable retirement income strategy from available resources—whether that means using systematic withdrawals from a portfolio, building a retirement income floor with bonds or annuities, or using a bucket strategy.
Proud member of XY Planning Network! Advisors displaying this badge have been accepted into XY Planning Network by vowing to adhere to strict fiduciary standards, and carry the CFP® designation. XY Planning Network is the leading financial planning platform for fee-for-service financial advisors who want to serve their Gen X and Gen Y peers by providing comprehensive financial planning services without product sales or asset minimums.
NAPFA - The National Association of Personal Financial Advisors - is the county’s leading professional association of Fee-Only Financial Advisors. Highly trained professionals who are committed to working in the best interest of those they serve.
FeeOnlyNetwork.com elevates the visibility of fee-only financial advisors, individually and collectively. Fee-Only advisors are ONLY compensated by the client and NEVER make commission by selling financial products, or receiving kickbacks from brokerage firms.
Eric Amzalag is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at Peak Financial Planning in Canoga Park, CA and the surrounding communities.
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Peak Financial Planning is a Registered Investment Advisor in the State of CA

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