Purpose Wealth Partners Employee Directory

Investment ManagementTexas, United States11-50 Employees

Peak Financial, Inc. was founded with the goal of assisting our clients in every aspect of their financial lives. We've provided the most personal service available, thus earning a reputation for excellence in our industry. For each of our clients we strive to help create financial stability and security to provide financial independence.  

Our company is based on the principle that education and understanding of one's current financial situation is vital to making prudent decisions concerning one's future financial condition.

Registered Representative offering securities and advisory services through Independent Financial Group, LLC (IFG), a registered broker-dealer and investment advisor. Member FINRA/SIPC. OSJ Branch: 12671 High Bluff Drive Suite 200, San Diego, CA 92130. Peak Financial Inc. and IFG are unaffiliated entities. Registered representatives licensed to sell securities in the following states: AZ, CA, CO, NE, NM, NV, OH, OK, OR and TX.

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