Peak Financial Group

Financial Services • 18400 Von Karman Ave, Irvine, United States • 11-20 Employees

Company overview

Headquarters	18400 Von Karman Ave, Irvine, California 92612, US
Website	peakfinancialgroup.com
NAICS	52
Employees	11-20

Key Contacts at Peak Financial Group

Peter Robertson Chfc

Founder And Financial Advisor At Peak Financial Group

Diana Robertson

Practice Director And Cfo

Jon Murphy

Director Of Operations And Technology

Peak Financial Group Email Formats

Peak Financial Group uses 1 email format. The most common is {first initial}.{last name} (e.g., j.doe@peakfinancialgroup.com), used 100% of the time.

Format	Example	Percentage
{first initial}.{last name}	j.doe@peakfinancialgroup.com	100%

About Peak Financial Group

For over 30 years, Peak Financial Group has been the trusted partner of affluent executives, business owners, and their families — helping them navigate the complexities of wealth with clarity and confidence. Our tailored approach addresses their unique financial needs, empowering them to achieve peak financial success and build a lasting legacy that reflects their values and generosity. We take a holistic view of wealth management, integrating expertise across every aspect of our clients’ financial lives. By collaborating closely with their trusted advisors, we provide specialized, strategic, and generational planning that ensures continuity and peace of mind. Our comprehensive services include Estate Planning Strategies, Investment Planning, Executive Planning, Business Owner Planning, and Financial Planning — delivering the insight and solutions that success demands. Securities and investment advisory services offered through Osaic Wealth, Inc., member FINRA/SIPC. Osaic Wealth, Inc. is separately owned and other entities and/or marketing names, products or services referenced here are independent of Osaic Wealth, Inc..

Peak Financial Group revenue & valuation

Annual revenue	$1,026,660
Revenue per employee	$86,000
Estimated valuation?This valuation is estimated based on industry average for the Financial Services industry and current estimated revenues	$3,300,000
Total funding	No funding

Employees by Management Level

Total employees: 11-20

Seniority

Employees

C-Suite

Director

Entry

Employees by Department

Peak Financial Group has 3 employees across 2 departments.

Departments

Number of employees

Funding Data

Peak Financial Group has never raised funding before.

Frequently asked questions

Peak Financial Group is located in 18400 Von Karman Ave, Irvine, US.

Peak Financial Group has approximately 11-20 employees. The company continues to grow its workforce to support its business operations and expansion.