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Peak Financial Management Employee Directory

Financial ServicesColorado, United States2-10 Employees

Peak Financial Management, Inc. is a small financial planning firm offering comprehensive planning services for individuals. Founded in 1995 and based in Broomfield, Colorado, its advisory team is affiliated with Fidelity Investments, which provides objective investment guidance and access to non-proprietary investment products to help clients pursue their goals. This arrangement supports tailored strategies that align with clients’ priorities and values.

The firm serves people at various life stages—from newly formed households to those planning for college and retirement—helping them translate goals into concrete financial plans. By emphasizing personalized advice and non-proprietary investment options, Peak provides investment guidance that is not tied to proprietary products. In the financial services industry, the practice focuses on objective, client-centered planning.

Find Peak Financial Management employees' phone numbers or email addresses

Peak Financial Management Global Highlights

Location
Employees

North America
4

Minus sign iconPlus sign icon
  • United States Of America
    4

Peak Financial Management's Leadership

  • Stylized image of a person
    C. P.
    Relationship Manager
    Mobile Phone
  • Stylized image of a person
    L. P.
    HR & Accounting Manager
    Mobile Phone
  • Stylized image of a person
    B. W.
    Mobile Phone

Peak Financial Management Employee Metrics

100%
50%
0%
2026
2025
  • Banking
  • Accounting
  • Administrative
  • Analytics
  • Arts & Design
  • Other

Contact profiles from Peak Financial Management

Name
Title
Contact
Location
Last Update
  • Stylized image of a person
    C. P.
    Relationship Manager
    Mobile Phone
    UNITED STATES
    Oct 17, 2024
  • Stylized image of a person
    L. P.
    HR & Accounting Manager
    Mobile Phone
    United StatesMassachusetts
    Oct 16, 2024
  • Stylized image of a person
    B. W.
    Mobile Phone
    UNITED STATES
    Mar 08, 2023

Frequently Asked Questions

What is Peak Financial Management known for?

Minus sign iconPlus sign iconPeak Financial Management was founded in 1995 operates in the Financial Services industry; you can contact the main corporate office by phone at
+1-303-255-****
. Explore Peak Financial Management's company overview page for more information.

What is Peak Financial Management's most common email format?

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

How many employees does Peak Financial Management have currently?

Minus sign iconPlus sign iconPeak Financial Management has approximately 2 employees as of August 2026. These team members are located across 1 continents, including North America.

Who are Peak Financial Management's key employees and leadership?

Minus sign iconPlus sign icon

As of August 2026, Peak Financial Management's key employees include:

  • Relationship Manager: C. P.
  • HR & Accounting Manager: L. P.
  • : B. W.

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