Why Use This Tool?

FPA PlannerSearch Participants:

Home > Financial Planner Directory > California > San Diego > Valerie L. Peck, MBA, CFP®
Find the Certified Financial Planner™
Who's right for you.

Valerie L. Peck, MBA, CFP®

Peck Financial Advisors

1450 Frazee Rd
Suite 408
San Diego, CA 92108
Phone: (619) 282-7688 x117

Print Profile

View Map

Get Directions

Saved in Saved Planners

Household Income Minimum: $0
Investable Asset Minimum: $200,000

Specialties
  • Comprehensive Financial Planning
  • Attending College
  • Asset Allocation
  • Career Change
  • Estate Planning
  • Investment Management
  • Getting Divorced
  • Life Planning
  • Retirement
  • Sudden Wealth
  • Nontraditional Households
  • Women's Finances

 

How Planner Charges

I will provide a free initial consultation to prospective clients so we may determine if their needs and my practice are well-matched.