Eileen McPeake, CFP® McPeake & Company LLC

Contact this advisor

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.

Contact this advisor

Recently Published

RMDs Not Required in 2020 = Good News for Seniors

April 7, 2020

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 post RMDs Not Required in 2020 = Good News for Seniors appeared first on McPeake & Company.

Read the full post →

RMDs Not Required in 2020 = Good News for Seniors

April 6, 2020

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...

The post RMDs Not Required in 2020 = Good News for Seniors appeared first on McPeake & Company.

Read the full post →

How to Survive, Financially, During the Pandemic

March 30, 2020

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...

The post How to Survive, Financially, During the Pandemic appeared first on McPeake & Company.

Read the full post →

Visit the blog →

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

Loading...