Company Description
Peak Wealth Advisors, located in San Luis Obispo and Pasadena, CA is a fee-only Registered Investment Advisor. CERTIFIED FINANCIAL PLANNER™ professionals Donald Ramirez and Helen Sipsas provide financial planning and investment management services for individuals, families and businesses.
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Products & Services
CERTIFIED FINANCIAL PLanner™ Professional Services , CFP® Board Consumer Guide to Financial Planning , Privacy Policy , Client Center , Investment Management , Investment Philosophy and Process , Form ADV: Firm Brochure , Financial Planning , DISCLOSURE , CFP® Board Guide to Financial Self Defense , Open Architecture Platform , Fee-Only Registered Investment Advisor
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Frequently asked questions about Peak Wealth Advisors
What days are Peak Wealth Advisors open?
Peak Wealth Advisors is open Monday, Tuesday, Wednesday, Thursday, Friday.
Peak Wealth Advisors
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Open Hours
- Monday09:00AM - 05:00PM
- Tuesday09:00AM - 05:00PM
- Wednesday09:00AM - 05:00PM
- Thursday09:00AM - 05:00PM
- Friday09:00AM - 01:00PM
- Sat, SunClosed