Sean Stevenson

PEAK FINANCIAL PLANNING

McDonald, PA

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CRD#: 6901774

Professional summary

Sean Stevenson is a registered financial advisor currently at PEAK FINANCIAL PLANNING located in Mcdonald, Pennsylvania.

Sean is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2021. Sean has worked at 2 firms and has passed the Series 65 and SIE exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

None

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

Confluence Financial Partners; 732 E McMurray Rd, McMurray PA, 15317; Licensed Insurance Agent relating to insurance and/or annuity products & property and casualty insurance needs

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Sean Stevenson's CRS (Customer Relationship Summary).

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

None

Experience

Current

September 18, 2025 - Present

PEAK FINANCIAL PLANNING

RIA

CRD#: 317288

McDonald, PA

Past

November 4, 2021 - September 12, 2025

CONFLUENCE FINANCIAL PARTNERS

RIA

CRD#: 311980

MCMURRAY, PA

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

California
(9/18/2025)

IAR

Pennsylvania
(10/21/2025)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 65

Date: 11/4/2021

Uniform Investment Adviser Law Examination

General Industry/Product Exam

SIE

Date: 7/14/2021

Securities Industry Essentials Examination

Current Firm

PEAK FINANCIAL PLANNING

CRD#: 317288 / SEC#:

California

Registered Investment Advisory firm - (12/8/2021 Approved)

Pennsylvania

Registered Investment Advisory firm - (10/21/2025 Approved)

Texas

Registered Investment Advisory firm - (4/16/2024 Conditional Restricted)

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Contact information

Main Address

21201 Victory Blvd Suite 215, Canoga Park, CA 91303

Mailing Address

Phone number

(818) 600-6099

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	125
AUM (Assets Under Management)	$ 43,350,000

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.

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Sean Stevenson

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Sean Stevenson's CRS (Customer Relationship Summary).

Certified licenses

Experience

PEAK FINANCIAL PLANNING

CONFLUENCE FINANCIAL PARTNERS

State Registrations and Notice Filings

Exams

Series 65

Date: 11/4/2021

SIE

Date: 7/14/2021

Current Firm

PEAK FINANCIAL PLANNING

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

PEAK FINANCIAL PLANNING

TRUST BUT VERIFY

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