Peak Financial Freedom Group
Financial Services • 
Roseville, California, United States • 1-10 Employees
Company overview
| Headquarters | 2520 Douglas Boulevard Suite 110, Roseville, California 95661, US |
| Phone number | +19167917063 |
| Websites | |
| NAICS | 52 |
| Keywords | Retirement Planning, Portfolio Management, Income Tax Management, Asset Fee Control, Book Authors, Income Planning For Life, Peak Financial Freedom University, Written Retirement Financial Plan |
| Employees | 1-10 |
| Socials |
Key Contacts at Peak Financial Freedom Group
Dan Ahmad
President & Co-Owner
Jim Files
Chief Executive Officer
Keri Wheeler
Director Of Client Services And New Business
Elizabeth Reber
Marketing Director
Kendall Wagner
Director Of Client Services
Peak Financial Freedom Group Email Formats
Peak Financial Freedom Group uses 2 email formats. The most common is {first initial} (e.g., j@peakfin.com), used 50% of the time.
| Format | Example | Percentage |
|---|---|---|
{first initial} | j@peakfin.com | 50% |
{first name} | john@peakfin.com | 50% |
About Peak Financial Freedom Group
At Peak Financial Freedom Group, we believe in a new approach to retirement planning. Our top priority is to help you stop worrying about your money. The two biggest worries the majority of retirees and pre-retirees have about their money are suffering large stock market losses and running out of income during retirement. We want to help you protect your assets against large stock market losses, earn competitive returns without taking excessive risk, and create dependable monthly income that will last for as long as you live, so you can enjoy your retirement. But most of all, we want to help you stop worrying about your money, by building you a customized retirement income plan - in writing. Investment advisory services are offered through Fiduciary Solutions, LLC, a Registered Investment Advisor (CRD #148118). Insurance products and services are offered through PFFG Insurance Agency LLC, a licensed insurance agency (CA Insurance License #0N14013). Peak Financial Freedom Group LLC is a financial planning and umbrella marketing organization, which enables the provision of multiple financial services under one brand. Peak Financial Freedom Group LLC, PFFG Insurance Agency LLC, and Fiduciary Solutions LLC are affiliated entities with common ownership and control. Jim Files is licensed as an investment adviser representative with Fiduciary Solutions LLC (CRD # 1620449) and is a licensed insurance producer with PFFG Insurance Agency LLC (CA Insurance License #0F06511). Dan Ahmad is licensed as an investment adviser representative with Fiduciary Solutions LLC (CRD # 1491561) and is a licensed insurance producer with PFFG Insurance Agency LLC (CA Insurance License #0732913). All investments have risks and can lose principal, even with a stop loss, and there no guarantees of gains. Past performance is not indicative of future positive investment results. Consult with a qualified investment, tax, legal, and/or retirement advisor before making any decisions.
Peak Financial Freedom Group revenue & valuation
| Annual revenue | $855,550 |
| Revenue per employee | $86,000 |
| Estimated valuation?This valuation is estimated based on industry average for the Financial Services industry and current estimated revenues | $2,800,000 |
| Total funding | No funding |
Employees by Management Level
Total employees: 1-10
Seniority
Employees
Employees by Department
Peak Financial Freedom Group has 2 employees across 2 departments.
Departments
Number of employees
Funding Data
Peak Financial Freedom Group has never raised funding before.
Peak Financial Freedom Group Tech Stack
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