Eileen McPeake, CFP® McPeake & Company LLC
- 7000 Sunne Lane Suite 610 , Walnut Creek, CA 94597
- (925) 708-0390
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.
The Coronavirus Aid, Relief & Stimulus (CAREs) Act waives required minimum distributions (“RMDs”) from IRAs in 2020. It’s a one-time waiver that could substantially lower taxable income for those seniors...
The Coronavirus Aid, Relief & Stimulus Act waives required minimum distributions (“RMDs”) from IRAs in 2020. It’s a one-time waiver that could substantially lower taxable income for those seniors fortunate...
Last week Congress passed, and the President signed, a $2 trillion bill to provide relief to American taxpayers and businesses suffering from the economic effects of the Coronavirus pandemic. Media...