About

About

Peck Financial Advisors is a Woman-Owned Fee-Only Financial Planning and Investment Management Firm.  We serve San Diego and surrounding areas.   We advise clients on being prepared financially for both the personal and professional milestones in their lives.

Peck Financial Advisors provides personal and measured financial guidance for our clients.  

  • Personal in providing guidance that considers your priorities, goals and concerns.

  • Measured in seeking, evaluating and applying tested resources and strategies in working towards your financial goals.  

Peck Financial Advisors is a Registered Investment Adviser. Advisory services are only offered to clients or prospective clients where Peck Financial Advisors and its representatives are properly licensed or exempt from licensure. This website is solely for informational purposes. Past performance is no guarantee of future returns. Investing involves risk and possible loss of principal capital. No advice may be rendered by Peck Financial Advisors unless a client service agreement is in place.

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