We started Peak to do retirement planning the way it should be done.
We're an independent, fee-only fiduciary — no commissions, no products to sell, no hidden incentives. Our whole job is to help you understand your money well enough to spend it with confidence, and to live the retirement you spent a lifetime earning.
Book your discovery callWhy we exist
Peak started with a problem its founder couldn't live with.
Eric Amzalag began his career apprenticing as an advisor at a large financial firm. It didn't take long to see how the business actually worked: the incentives rewarded selling insurance products, dressed up as financial advice. He couldn't reconcile calling that “advice,” so he left — and built Peak to be the opposite.
That's why we're fee-only and commission-free, why we don't sell a single product, and why we build your plan before we ever touch your investments.
The whole firm is designed around one idea: advice you can trust is advice no one is being paid to give you.
Eric still leads the firm from the Woodland Hills area, where he lives with his wife Amanda and their twin boys. When he isn't building retirement plans, he's usually training for a Hyrox race or somewhere up a mountain — the same appetite for preparation he brings to your plan.
What we believe
Most of the industry profits when you're too afraid to spend — the more that stays in the account, the more they earn. We built Peak on the opposite belief: retirees deserve to live rich, not die rich. Spending down to zero or leaving a legacy — the choice should be yours.
We don't want you to trust us because we sound confident. We want you to understand your own plan well enough to know it's right — because confidence that survives a bad market comes from understanding, not faith in an advisor.
We'll tell you plainly how we're paid and where our incentives sit, because you can't make a good decision without the full picture.
Expert partners on your financial journey
Fiduciary Certified Financial Planners in Los Angeles
The basics, for the record
Paid only by our clients, never by commissions or product sales.
CRD #317288.
Focused specifically on the transition into and through retirement.