Eric Amzalag, CFP®

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.

Samuel Lewis, CFP®, ChFC

About Samuel Lewis, CFP®, ChFC

I’m Sam Lewis, Founder of SJLF and CERTIFIED FINANCIAL PLANNER™.

I’ve lived in Delaware my entire life but have been fortunate to travel around the world. I joined the military while still in high school and continue serving today, almost 23 years later! I’ve worked as a farmhand, drafter, land surveyor, personal trainer, air cargo craftsman, recruiter and senior enlisted leader.

But my passion is for financial planning.

I wasn’t always smart with money, but when I met the love of my life, I knew I had to do better. The spark was lit when I picked up a copy of Kiplinger’s Personal Finance magazine in an airport gift shop when embarking on a family trip to Disney World in 2013. It was a real wake-up call to admit how much I didn’t know about the financial considerations that would shape our future.

Along my journey, I consumed every bit of knowledge I could get my hands on. In 2018, I earned a full Veteran’s Scholarship to the American College of Financial Services through the Penn Mutual Center for Veterans Affairs. I began the rigorous coursework for the Chartered Financial Consultant (ChFC) curriculum. In 2020, I passed the Securities Industry Essentials and Series 65 exams leading to the ultimate achievement of passing the CERTIFIED FINANCIAL PLANNER™ Exam and was awarded the CFP® Certification 2022.

My mission now is to serve you, to help you understand your financial situation, set clear goals for your future, and give you a well-marked path to help you get there. Whatever the goal, we can plan for that!

Arielle Tucker, CFP®, EA

About Arielle Tucker, CFP®, EA

Arielle has spent over a decade working on personal tax and financial planning issues for clients who, like her, live and work in Europe. She founded Connected Financial Planning to empower professionals and families to build a life that reflects their core values while building a stable financial future. She believes that financial education is the cornerstone of every client relationship.

Through years of education and industry experience, Arielle has in-depth expertise in the cross-border space, specifically in tax planning, cash flow management, and retirement/life planning. She is both a CERTIFIED FINANCIAL PLANNER ™ and IRS Enrolled Agent.

While Arielle primarily serves clients virtually, in-person meetings may be available upon request.

Contact Arielle here: https://calendly.com/connectedfp

Matt Ryan, CFP®, CFA

About Matt Ryan, CFP®, CFA

When I was 7 years old, I remember going to the bank for the first time to deposit my birthday money. When I went to deposit the funds, the teller told me about Certificates of Deposit (or CDs). Apparently, if I gave my birthday money to the bank and let them put it in a CD, 12-months later they would give me my money back and MORE! That seemingly small lesson into the financial world sparked my passion for investing and making smart financial decisions.

That spark ignited my career as a financial advisor where I now use my passion to help others in an area which is extremely sensitive and personal. I enjoy the research and analysis, but the most rewarding part of my job is seeing my clients’ goals come to fruition. That is what gets me up every day and motivates me to continue learning and growing myself.

I’ve studied over 1,000 hours (yes, I tracked it in excel) to obtain two designations. I hold the CERTIFIED FINANCIAL PLANNER TM (CFP ®) designation and the Chartered Financial Analyst (CFA) designation. I pursued these to designations to continue learning and growing so that I may better serve my clients. I’m committed to being a lifelong learner and am always looking for ways to advance my knowledge and understanding in the financial planning or investment world.

Part of my mission in life is to also give back to my community. I’m an active member in the San Diego Rotary (a service organization) where I participate in several committees. I’m currently going through the LEAD San Diego program which is a leadership development program where I learn more about the key regional issues, strengthen personal leadership skills and establish community connections. I consider myself blessed in this life and it’s only right to pass those blessings along.

I launched Focused Mission Financial in 2022. I’m focused on my clients’ goals and I’m on a mission to see them reached.

Rick Raybin, CFP®

About Rick Raybin, CFP®

Rick Raybin, CFP helps individuals and families properly plan to achieve their financial goals and dreams. With his assistance, clients are able to “do more.” Rick uses his education and noteworthy professional experience to bring informed insight, valuable ideas and reliable guidance to each situation.
http://lifetimecapitalgroup.com/
Earlier in his career, Rick was a CPA with Coopers & Lybrand and the CFO of Rosenberg Real Estate Equity Funds (RREEF), a nationally recognized real estate investment manager. While at RREEF, Rick was a co-founder of an industry consortium, the National Council of Real Estate Investment Fiduciaries (NCREIF), which is a major provider of real estate-related indices. His educational credentials include a Bachelor of Arts degree in Economics from Bowdoin College and an MBA from Columbia University’s Graduate School of Business with a specialization in finance and accounting.

In 2006, Rick founded Lifetime Capital Group, a boutique financial services firm. His driving philosophy is that the better he gets to know his clients the better he is able to help them live the life they desire. What sets Rick apart is his creative approach to tailoring financial strategies that work for his clients.

Rick authored the book, Investing 3.0: What the Creators of Index Funds Discovered and How to Profit from It, in 2017. It walks the reader through an evidence-based approach to investing and how an investor can follow this approach on their own or find an advisor to help them.

Amber Miller, CFP®, EA

About Amber Miller, CFP®, EA, CSRIC

I help clients build their net worth and use their money for good. I serve busy professionals, who work hard every day to care for others (patients, pets, kids) AND who want to do more. They’re passionate about personal, environmental, and social justice issues, and frustrated they don’t have the financial savvy (or time) to support their lifestyle and also change the world. I help clients make their extraordinary lives even better.

How you save and invest for the future, where you bank, and even the credit card you use can help make us and the planet a little better. As your partner (and fee-only fiduciary), I’ll help you understand your options, find venues to support what’s important to you, and build a better world.

I am one of less than 500 financial professionals to hold the Chartered SRI Counselor (CSRIC) designation, specializing in sustainable, responsible, and impact investments (SRI). These are investments that consider the environment as well as incorporate procedures and governance to not only generate a return for a client but also to make a positive societal impact.

Read Amber’s blog here: http://rising-financial.com/blog/

Sarah Gerber, CFP®, AFC®

About Sarah Gerber, CFP®, AFC®

Whether it’s deciphering your stock compensation, deciding what to do with your new paycheck, determining how to invest your 401(k), deciding to pay down student loans or contribute to a Roth IRA, Momentum will show you how to navigate the personal financial world. I’ll help you get started on the right financial track for your future financial success.

After work, I’ll be running, reading, or playing with my baby daughter. Or possibly nerding out on biochemistry too 🙂

In addition, Momentum’s “Money & Marriage” program aims to help committed couples work through the challenges and financial planning opportunities that come with combining (or not combining) finances as they choose to get married (or not).

New grads and early career professionals are very underserved by the financial planning industry, especially if you don’t want someone else to manage your investments. Building your financial foundation shouldn’t be so hard, and I’m here to help change that. Let’s work to build your financial confidence and execute your plan together.

Phil Francois, CFP®

About Phil Francois, CFP®

Foundation Wealth Planning is a fee-only financial planning and investment management firm helping clients virtually from central Kansas and beyond align their Catholic values with their finances. Specifically, we love to help young families with financial planning and biblically responsible investing from a Catholic point of view.

When it comes to financial advisors and financial planners, there are hundreds of excellent options. However, not many understand your biblical viewpoint, your desire to steward God’s resources, and your why.

The Bible has clear lessons on how to manage your finances and as Christians, we know that ultimately nothing belongs to us, it all belongs to God. We are called to steward the resources God has provided us. In addition to that, Catholics know this earth is not our final destination. So while it is important to manage your finances prudently, it is just as important to keep it all in perspective

Jeff Grimes, CFP®

About Jeff Grimes, CFP®

I started Parakaleo Planning with a vision to bring hope to those who need it after becoming divorced or even to those in a life or career transition.

I have been in the financial services industry since 2008. My initial career aspiration was to serve as a full-time Christian overseas missionary.

I struggled to raise support as a newlywed 21-year recent college grad, so I stumbled into becoming a financial advisor after trying to learn more about personal finance.

I felt like a failure and floundered for years with the loss of purpose and carrying a sentiment that I let my family down.

As a result of losing hope, I went through a divorce in 2019. It was not something I wanted but deserved as I reaped what I had sowed. I have three amazing kids and am thankful for that season in my life. I have regrets but can also recognize the good that came from it.

I am a work in progress. But I press on to take hold of all that has been made available to me at the Cross. I hope to encourage you and help you find a community of brothers.

Brennan Zizzi, CFP®

About Brennan Zizzi, CFP®

Brennan is the Cofounder and Investment Advisor of Zizzi Investments. He primarily focuses on personal wealth management and small business retirement plans.

Brennan is a Certified Financial Planner, and his love for the technical side of finance drives his passion to continually learn and improve his knowledge. Brennan earned his CFP® in 2022, which expanded his expertise in the areas of investment, tax, education, retirement, risk management, and estate planning.

Brennan is a 2015 graduate of George Mason University, where he played on the NCAA Division 1 Men’s Soccer team. Brennan has played soccer since he was five years old, and his experience as a team player helped foster his passion for working with clients and developing strong relationships necessary to achieve their long-term goals.

Outside of work, Brennan enjoys traveling and tasting wine with his wife Kayla, playing amateur golf events, and cooking. Brennan’s family members all live in Central PA, and he enjoys spending time with his niece and three nephews.