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.

Products & Services

Fee-Only Registered Investment Advisor ,   CFP® Board Guide to Financial Self Defense ,   Financial Planning ,   CFP® Board Consumer Guide to Financial Planning ,   Open Architecture Platform ,   Client Center ,   Investment Management ,   CERTIFIED FINANCIAL PLanner™ Professional Services ,   Privacy Policy ,   Form ADV: Firm Brochure ,   Investment Philosophy and Process ,   DISCLOSURE