Peak Financial Freedom Group Employee Directory

Q: How many employees does Peak Financial Freedom Group have currently?

Peak Financial Freedom Group has approximately 10 employees.

Financial ServicesUnited States2-10 Employees

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.

Find Peak Financial Freedom Group employees' phone numbers or email addresses

Peak Financial Freedom Group Global Highlights

North America
17

United States Of America
17

Peak Financial Freedom Group's Leadership

J. F.
Chief Executive Officer
Mobile Phone
Email
J. Z.
Managing Director
Mobile Phone
Email
R. K.
Director Of Business Development
Mobile Phone
Email
D. G.
Financial Advisor
Mobile Phone
Email
J. W.
Admin
Mobile Phone
Email
K. S.
Client Services
Mobile Phone
Email
S. D.
Client Service Specialist And Marketing Coordinator
Mobile Phone
Email

Contact profiles from Peak Financial Freedom Group

Name

Title

Contact Info

Location

Last Update

J. F.
Chief Executive Officer
Mobile Phone
Email
United States
Oct 21, 2025
J. Z.
Managing Director
Mobile Phone
Email
Aug 09, 2025
R. K.
Director Of Business Development
Mobile Phone
Email
Feb 10, 2025
D. G.
Financial Advisor
Mobile Phone
Email
United StatesKansas
Oct 18, 2025
J. W.
Admin
Mobile Phone
Email
United StatesKansas
Oct 21, 2025
K. S.
Client Services
Mobile Phone
Email
United StatesKansas
Oct 18, 2025
S. D.
Client Service Specialist And Marketing Coordinator
Mobile Phone
Email
UNITED STATES
Oct 17, 2024

Frequently Asked Questions

What is Peak Financial Freedom Group known for?

Peak Financial Freedom Group operates in the Financial Services industry. The company's main headquarters is located in 2520 Douglas Boulevard Suite 110, Roseville, California 95661, US; you can contact the main corporate office by phone at

+1-916-791-****

. Explore Peak Financial Freedom Group's company overview page for more information.

What is Peak Financial Freedom Group's most common email format?

Peak Financial Freedom Group employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more Peak Financial Freedom Group email formats with LeadIQ.

How many employees does Peak Financial Freedom Group have currently?

Peak Financial Freedom Group has approximately 10 employees as of October 2025. These team members are located across 1 continents, including North America.

Who are Peak Financial Freedom Group's key employees and leadership?

As of October 2025, Peak Financial Freedom Group's key employees include:

Chief Executive Officer: J. F.
Managing Director: J. Z.
Director Of Business Development: R. K.
Financial Advisor: D. G.
Admin: J. W.

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