Eric Amzalag
CFP®
Peak Financial Planning
Certified Financial Planner Professional
Eric Amzalag
CFP®
Peak Financial Planning
Certified Financial Planner Professional
My goal is to provide truly robust comprehensive financial plans and investment advice unencumbered by the terrible incentive models that plague the financial services industry - Eric Amzalag, CFP®
I help break down the complex problem of preparing for financial independence (or retirement) into simple actionable steps so that you can maximize your retirement income and ensure that your money outlives you.
Eric Amzalag CFP® is a Woodland Hills, CA fee-only financial advisor serving clients locally and across the country virtually. Peak Financial Planning specializes in helping teachers and federal employees increase their retirement income and avoid running out of money by providing comprehensive financial planning and investment management . As a fee-only, fiduciary, and independent financial advisor, Eric Amzalag is never paid a commission of any kind, and has a legal obligation to provide unbiased and trustworthy financial advice.
Eric Amzalag is a Woodland Hills, CA fee-only financial planner and owner and founder of Peak Financial Planning.
Hi - I'm Eric Amzalag CFP®, founder of Peak Financial Planning.
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 look forward to providing value and being of service to you and your household.
You can schedule a free financial plan audit call where we can get to know each other a bit.
Or feel free to check out my website to get a feel for how I work with clients.
Youtube: https://www.youtube.com/channel/UCNOWw8aSICsAnigrWlIj4yA
Eric Amzalag is a Member of the National Association of Personal Financial Advisors
The National Association of Personal Financial Advisors (NAPFA) is a leading professional association of Fee-Only financial advisors - highly trained professionals who are committed to working in the best interests of those they serve.
NAPFA members live by three important values:
- To be the beacon for independent, objective financial advice for individuals and families.
- To be the champion of financial services delivered in the public interest.
- To be the standard bearer for the emerging profession of financial planning.
Peak Financial Planning is a Fee-Only Fiduciary Financial Planning and investment management firm in Woodland Hills, California.
There are two universal goals when it comes to retirement planning.
- Your money should be able to outlive you.
- You should be able to maintain a predictable and reliable standard of living in retirement.
Success in achieving those goals requires careful planning and sacrifice.
We liken the financial and retirement planning process to the process of losing weight.
There are two phases of diet planning – both are required in order to maintain weight loss. The first phase is the diet that helps you lose the weight. You execute that diet until your weight goal is met at which point you switch to phase two – the diet that helps you maintain your new healthy weight.
With financial planning it is much the same. The first phase of a financial plan is accumulating. That phase is maintained until our target net worth or timeframe is met at which point, we switch to phase two – distribution.
The accumulation and distribution phases of your financial life will require different skills, sacrifices, behaviors, and mental models.
It is our belief that this is the purpose of a great financial advisor or financial planner.
If you’d like assistance in breaking the complex problem of preparing for financial independence or retirement down into a simple actionable process, we'd love to be of service.
You can schedule a free financial plan audit call where we can get to know each other a bit.
Or feel free to check out my website to get a feel for how I work with clients.
Fee-Only, Fiduciary, Independent: Three Important Criteria to Consider When Choosing a Financial Advisor.
Specialties
- Comprehensive Financial Planning
- Retirement Income Planning
- Investment Management
- Tax Planning
- Social Security + Medicare
Ideal Clients
- Retirees and Near Retirees
- Growing Families
- Business Owners and Executives
- Federal Employees
- Teachers
Working Together
- In-Office Meetings
- Virtual Meetings
- Clearly Defined Fees
- No Product Sales
- Complimentary Initial Consultation
Professional Designations & Affiliations
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Eric Amzalag is a Member of NAPFAThe National Association of Personal Financial Advisors (NAPFA) is a leading professional association of Fee-Only financial advisors—highly trained professionals who are committed to working in the best interests of those they serve.
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Eric Amzalag is a Member of the XY Planning NetworkThe XY Planning Network is the leading organization of fee-only financial advisors who are focused on working with Generation X and Generation Y clients. Our mission is to connect consumers with best-in-class financial advisors who specialize in working with clients just like you.
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Eric Amzalag is a CERTIFIED FINANCIAL PLANNER™ Professional - Click for VerificationCFP® professionals are held to strict ethical standards to ensure financial planning recommendations are in your best interest. What’s more, a CFP® professional must acquire several years of experience related to delivering financial planning services to clients and pass the comprehensive CFP® Certification Exam before they can use the CFP® designation.
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Eric Amzalag is a Member of The Financial Planning Association® (FPA®)FPA® is the largest membership organization for CFP® professionals in the U.S. and supports high standards of professional competence, ethical conduct, and clear, complete disclosure when serving clients.
Contact Eric Amzalag
Office Locations:
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21201 Victory Blvd
# 152
Canoga Park, CA 91303
