Eric Amzalag
PEAK FINANCIAL PLANNING
CANOGA PARK, CA 91303
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CRD#: 7317053
Professional summary
Eric Amzalag, CFP® is a registered financial advisor currently at PEAK FINANCIAL PLANNING located in Canoga Park, California.
Eric is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2021. Eric has worked at 2 firms and has passed the Series 66, Series 7TO and SIE exams.
Biography
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
Question & Answer
What are your service offerings?
Investment Planning
Small Business Planning
Comprehensive Financial Planni...
Social Security Planning
Life Transitions
Retirement Income Management
Inheritance
Budgeting
Tax Planning
Retirement Planning
Do you have an area of expertise or specialization?
Baby Boomers
Business Owners
Entrepreneurs
Investment Advice with Ongoing...
Retirement Plan Investment Adv...
Retirement Planning & Distribu...
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.
Start Date: 06/2014, non-investment related, CrossFit Encino Lift Off Strength, 19842 Gilmore St, Woodland Hills, CA 91367, Owner, Eric is a passive owner - his wife operates the business full time, this activity does not account for any time during trading hours. Eric Amzalag is currently a licensed insurance agent, however, he no longer sells any insurance products, and is not affiliated with any insurance companies. After expiration, Eric Amzalag will be letting his insurance license lapse. Eric Amzalag will not sell any insurance products to clients or prospective clients of PFP.
CRS (Client Relationship Summary) - RIA
Click below to view Eric Amzalag'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®
CFP®
Start date: 2022
Experience
Current
December 8, 2021 - Present
PEAK FINANCIAL PLANNING
Office #1: 21201 Victory Blvd Suite 215, Canoga Park, CA 91303RIA
CRD#: 317288
CANOGA PARK, CA
Past
February 17, 2021 - December 1, 2021
AMERIPRISE FINANCIAL SERVICES, LLC
RIA
CRD#: 6363
Woodland Hills, CA
Past
January 11, 2021 - December 1, 2021
AMERIPRISE FINANCIAL SERVICES, LLC
BD
CRD#: 6363
Woodland Hills, CA
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(12/8/2021)
IAR
Pennsylvania(10/21/2025)
IAR
Texas(4/16/2024)
Exams
State Security Law Exam
General Industry/Product Exam
RR
Series 7TO
Date: 1/11/2021
General Securities Representative ExaminationGeneral Industry/Product Exam
Current Firm
PEAK FINANCIAL PLANNING
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)Upgrade to AdvisorCheck Premium
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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
4
Regulatory assets under management
| Total Number of Accounts | 125 |
| AUM (Assets Under Management) | $ 43,350,000 |
Red Flags
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Check for any disclosures as part of your thorough research when choosing an advisor.
