Valerie  Peck

Valerie Peck

| CFP®, MBA

Peck Financial Advisors

800-788-8704

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Fee-Only Financial Planner serving the San Diego, CA area.

Specialties

  • Investment Management
  • Retirement Planning
  • Estate Planning
  • Fee-Only Financial Planning
  • Financial Review
  • Risk Management
  • College Education Planning
  • Business Planning

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7676 Hazard Center Drive
Suite 500
San Diego, CA 92108

Fee-Only & Fiduciary


The National Association of Personal Financial Advisors (NAPFA) is the country's leading association of fee-only and fiduciary financial planners.

Valerie Peck is a San Diego, CA, Fee-Only Financial Planner serving San Diego and all surrounding areas. Peck Financial Advisors specializes in providing objective financial planning to help clients build, manage, grow and protect their assets through life's transitions. Valerie Peck is a NAPFA-Registered Financial Advisor and a CERTIFIED FINANCIAL PLANNER™ professional.

Valerie Peck, MBA, CFP®, develops long-term relationships with her clients in order to help them achieve their financial goals. Committed to educating and equipping clients to make the wisest financial choices for their futures, Valerie helps people identify and adapt solutions for their unique needs.

Valerie is a CERTIFIED FINANCIAL PLANNER™ professional, Investment Adviser Representative and founder of Peck Financial Advisors, a fee-only practice located in San Diego. She has taught numerous courses throughout San Diego County designed to help individuals set and achieve their financial goals. Valerie holds an M.B.A. from the University of Colorado, and is a member of the NAPFA and Estate Planning Council of San Diego. 

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Financial planning and investing accordingly is a process—a series of opportunities, challenges and accomplishments—which is why we cultivate long-term relationships with clients. We’re here with you every step of the way, helping you adapt your financial strategies to your evolving life. Whatever your retirement or financial planning needs, let Peck Financial Advisors guide you through the process.

Peck Financial Advisors is a San Diego based, fee-only Registered Investment Advisor dedicated to helping you achieve your financial goals. In addition to educating you about your finances, we take a personal approach that allows us to identify your concerns and objectives, analyze your financial situation and craft a plan that adapts to the cycles and transitions of your life. 

 

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