Eileen McPeake, CFP® McPeake & Company LLC

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About Eileen McPeake, CFP®

I’ve been working as a financial advisor for over six years, first with another person’s firm and now on my own. Prior to that, I worked as an investment banker with Robertson, Stephens in San Francisco, and a management consultant with McKinsey in London and New York. I earned my B.A. in Government from Cornell and my M.B.A. in Finance from The Anderson School at UCLA. I completed a Certificate in Personal Financial Planning from UC Berkeley Extension. I’m a Registered Investment Advisor and CERTIFIED FINANCIAL PLANNER.

I’m also Mom to two wonderful kids. Caitlin (16) is passionate about volleyball and K-Pop band BTS. Declan (12) loves baseball, Boy Scouts and video games. In our family time, we camp, backpack, ski, and SCUBA dive.

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Recently Published

Social Security Provides Benefits for Older Widows Too

October 16, 2019

Widows 60 or older (50 if disabled) are entitled to receive survivors’ benefits from Social Security based on their late husband’s work record. This includes divorced women whose ex-husbands have...

The post Social Security Provides Benefits for Older Widows Too appeared first on McPeake & Company.

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Social Security “Survivors Benefits” for Widows and Children

October 12, 2019

Did you know that Social Security provides “survivor benefits” to widows and their children? Widows can receive benefits, for themselves, if they are caring for a child under 16 or...

The post Social Security “Survivors Benefits” for Widows and Children appeared first on McPeake & Company.

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How Social Security Works

October 2, 2019

We’ve been paying into Social Security from the time we earned our first paychecks as teens or twentysomethings. But what can we expect to get back when we retire ten,...

The post How Social Security Works appeared first on McPeake & Company.

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Ideal Clients

  • Divorced Women
  • Gen X
  • Widow/Widower
  • Women in Transition

Ways Advisor Charges

  • Hourly
  • Assets Under Management

Fee Options

  • Hourly Fee: $300+/hr
  • Assets Under Management: 0.50%

SEC Records

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