What departments does Peak Financial Management have?

Peak Financial Management has employees across 2 departments including Finance, Human Resources.

What is the largest department at Peak Financial Management?

The largest department at Peak Financial Management is Finance with 1 employees.

Where are Peak Financial Management employees located globally?

Peak Financial Management has employees across 1 continents and 1 countries including United States Of America.

How has Peak Financial Management's team size changed over time?

Peak Financial Management's team has remained stable from approximately 3 to 3 employees based on available data.

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Peak Financial Management Employee Directory

Financial ServicesColorado, United States2-10 Employees

Peak Financial Management, Inc. is a comprehensive financial planning firm that was established in 1995. Our financial advisors are affiliated with one of the country's leading institutional financial investment firms, Fidelity Investments. This allows us to provide objective investment advice and personalized, investment strategies utilizing non-proprietary products to help you reach your goals. 

No matter the stage of life - newly married, sending kids to college, getting ready to retire - we can help you plan for it and to do it in a way that lines up with your priorities and values.

Find Peak Financial Management employees' phone numbers or email addresses

Peak Financial Management Global Highlights

North America
5

United States Of America
5

Peak Financial Management's Leadership

N. W.
Certified Financial Planner™ And President
Mobile Phone
Email
C. P.
Relationship Manager
Mobile Phone
Email
L. P.
HR & Accounting Manager
Mobile Phone
Email
B. W.
Mobile Phone
Email

Peak Financial Management Employee Metrics

100%

50%

2026

2025

Banking
Accounting
Administrative
Analytics
Arts & Design
Other

Contact profiles from Peak Financial Management

Name

Title

Contact Info

Location

Last Update

N. W.
Certified Financial Planner™ And President
Mobile Phone
Email
Aug 07, 2025
C. P.
Relationship Manager
Mobile Phone
Email
UNITED STATES
Oct 17, 2024
L. P.
HR & Accounting Manager
Mobile Phone
Email
United StatesMassachusetts
Oct 16, 2024
B. W.
Mobile Phone
Email
UNITED STATES
Mar 08, 2023

Frequently Asked Questions

What is Peak Financial Management known for?

Peak Financial Management was founded in 1995 operates in the Financial Services industry. The company's main headquarters is located in 10901 West 120th Avenue Suite 135 Broomfield, Colorado 80021 United States; 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?

Peak 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?

Peak Financial Management has approximately 2 employees as of March 2026. These team members are located across 1 continents, including North America.

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

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

Certified Financial Planner™ And President: N. W.
Relationship Manager: C. P.
HR & Accounting Manager: L. P.
: B. W.

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