About Eric Amzalag, CFP®
Eric Amzalag is a Woodland Hills, CA fee-only financial planner and owner and founder of Peak Financial Planning.
Hi – I’m Eric Amzalag, 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 have completed the Certified Financial Planner coursework and am in the process of completing the RICP coursework. I look forward to providing value and being of service to you and your household.