Peak Financial Planning - Canoga Park, California

Philip Winger

We are deeply grateful for the outstanding guidance and service Eric and the Peak Financial Planning team have provided us this year. From the start, Eric’s patience in explaining complex investment and retirement concepts, along with the options they presented, empowered us to make well-informed decisions. His clear and thoughtful approach made us feel confident that we are on the right path for our future.

Eric’s technical expertise in retirement planning is wonderfully complemented by his understanding of the personal and emotional challenges these decisions often bring. His knowledgeable and empathetic approach transformed what could have been a stressful transition to retirement into a smooth and reassuring experience.

Our only regret is that we didn’t start working with him sooner, as his guidance would have been invaluable at any stage of our financial journey. Whether you’re just beginning to plan for retirement or are further along in your career, we wholeheartedly recommend Eric and the Peak team.

Thuy Le

We enjoy working with Eric and Joseph. Our finances were a bit complicated and involved and Eric and team were not only great at deciphering the mess but from it, they were able to present us with various scenarios. They were interested the math but also our money psychology as well.

We started out our journey looking for a planner to see if we were on the right path but Eric is so much more. A great patient coach who is excellent at helping us think through scenarios we hadn't thought of before, not just saying that "yes, your math works." It turns out we also needed someone to challenge our thinking and he does with a lot of knowledge and respect. And not to mention, is excellent at communicating his depth of knowledge as well. We can't recommend Eric and his team enough!

Carina Grunberg

I recently had the pleasure of working with Eric from Peak Financial Planning, and I cannot recommend his services highly enough. From our first meeting, it was clear that he prioritizes clear and thorough explanations, ensuring that I fully understood each decision and its implications. His commitment to transparency is evident in all interactions, making it easy to trust in his guidance and recommendations. Communication with him is seamless, responsive, and always enlightening, which I deeply appreciate. Moreover, Eric employs a diverse set of tools to educate his clients, catering to different learning styles and needs, which has greatly enhanced my understanding of financial planning and investment strategies. For anyone looking for a knowledgeable, trustworthy, and effective financial advisor, Eric comes with my highest endorsement.

karis Lynn

Eric has helped my family a ton with debt management along with information on financial planning for the future. He is very responsive when we have questions and very thorough with checking in on a monthly basis. We can’t reccomend him enough to anyone who wants to make a budget, manage their debt, or plan for retirement.

Michael Wendorf

My wife & I recently sold a house, bought a new one, and had a newborn all within the span of a few months. Needless to say we were extremely busy. Eric helped us organize our finances by setting up a system to track our spending, invest excess cash, and optimize our investment accounts. Eric brings attention to detail, creativity, and structure to our financial plan. We appreciate all of his hard work & look forward to continuing to work with Eric & Peak Financial planning!

Brittany Padon

My husband and I were planning our wedding, joining our finances and figuring out how to prepare for our future overall, financially. Not to mention, I'm full-time freelancing and he was starting a new job. Suffice to say, we needed some advice. After our first 30-minute call with Eric, we could see that he was the perfect fit for us to help us figure out our financial plan as we prepared for marriage. Now, we're working on making our 401k plans work harder for us and saving up for a house. Everything is so much more achievable and easier to digest, thanks to Eric. We're already telling our friends and family that they need to give him a call and get their finances in order with him because we truly believe in his process, outlook on the market and overall perspective on investments and financial planning. We're looking forward to what else the future holds as we continue to work with Eric!

MICHAEL GIVENS

Eric Amzalag is an absolutely invaluable person to have in your corner. His clear explanations of sometimes complex financial matters put me at ease as he crafted my new portfolio. Eric understands a person’s need for financial security and peace of mind, especially as retirement comes into focus and recognizing the economic ducks that need to be aligned.

Knowing how to look ahead, he sees the best investment strategies, and offered me the safest ways to invest while structuring a comprehensive budgetary battle plan I could live with. Finding the places in my personal spending I didn’t realize were dragging down my spending were a critical factor in being able to utilize my money more wisely.

I can’t being to express how lucky I am to have the help and personal attention that Eric has shown our family. I sleep better at night and, to me, that’s what financial security is all about.

Dr. Alexander Ezzati

It’s part of the journey as a small business owner that you come across obstacles that challenge your business. These challenges were tough enough that I as the owner couldn’t figure out on my own.
I had hired a few different consultants, business was strategic analyst that couldn’t get the business to where it needed to be either when it came to these obstacles.
I came across Eric and within the first month I’m already seeing the difference. He’s very knowledgeable, well rounded and financially literate. I can honestly say, if it wasn’t for him, I don’t think my business would have made to next year! Thank you Eric and the leak financial team!