Valerie Peck is a San Diego, CA, Fee-Only Financial Planner and Investment Manager serving San Diego and surrounding areas. We invest based on research, diversification, client-specific needs, and controlling costs.
At Peck Financial Advisors, we invest based on research, diversification, client-specific needs, and controlling costs.
- We believe in investment strategies that hold up in a variety of financial environments
- We don’t chase investment trends
- We believe it is advantageous to own well-diversified and appropriately allocated holdings
- We are mindful of clients’ priorities and unique situations that impact how they are invested
- We think excessive costs in trying to outperform the market can add unnecessary risk and expense for investors