Anthony J. Calderon
Professional summary
Anthony Jose Calderon, CFP®, who also goes by Anthony J Calderon, is a registered financial advisor currently at PEAK FINANCIAL PLANNING located in Phoenix, Arizona.
Anthony is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2017. Anthony has worked at 8 firms and has passed the Series 63, Series 66, Series 7TO, SIE and Series 7 exams.
At a Glance
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Anthony Jose Calderon's CRS (Customer Relationship Summary).
Certified licenses
Start date: 2020
Experience
July 30, 2026 - Present
PEAK FINANCIAL PLANNING
March 12, 2025 - January 9, 2026
STATE STREET GLOBAL ADVISORS FUNDS DISTRIBUTORS, LLC
June 28, 2024 - January 2, 2025
ORION PORTFOLIO SOLUTIONS, LLC
November 9, 2023 - June 21, 2024
TRAJAN WEALTH, L.L.C.
November 1, 2021 - October 24, 2023
VERSANT CAPITAL MANAGEMENT, INC.
January 7, 2021 - October 5, 2021
CWM, LLC
December 3, 2020 - September 15, 2021
CETERA WEALTH SERVICES, LLC
December 6, 2018 - September 18, 2020
CHARLES SCHWAB & CO., INC.
August 23, 2017 - September 18, 2020
CHARLES SCHWAB & CO., INC.
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(7/30/2026)
Exams
Series 7TO
Date: 3/12/2025
General Securities Representative ExaminationCurrent Firm
PEAK FINANCIAL PLANNING
CRD#: 317288 / SEC#:
Contact information
Regulatory assets under management
| Total Number of Accounts | 279 |
| AUM (Assets Under Management) | $ 75,000,000 |
Red Flags
Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.
Check for any disclosures as part of your thorough research when choosing an advisor.
