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Eric Amzalag

Chief Compliance Officer/Chief Executor OfficerPeak Financial Planning, LLCCRD 7317053

About Eric Amzalag

Eric Amzalag is listed as Chief Compliance Officer/Chief Executor Officer at Peak Financial Planning, LLC in Canoga Park, CA. Form ADV reports a beneficial ownership band of Under 5%. Eric Amzalag is associated with 2 registered advisers.

Reported ownership

Owns Under 5% of Peak Financial Planning, LLC
Ownership band reported on Form ADV Schedule A

Frequently asked questions

Where does Eric Amzalag work?

Eric Amzalag is listed as Chief Compliance Officer/Chief Executor Officer at Peak Financial Planning, LLC on SEC Form ADV.

How much of Peak Financial Planning, LLC does Eric Amzalag own?

Form ADV reports a beneficial ownership band of Under 5%.

Peak Financial Planning, LLC

TitleChief Compliance Officer/Chief Executor Officer
OwnershipUnder 5%
Control personYes
Since2026
View Peak Financial Planning, LLC →

Peak Financial Planning, LLC

TitleOwner/Chief Executive Officer
OwnershipOver 75%
Control personYes
Since2026
View Peak Financial Planning, LLC →