Best Investors Account Sign in
Claim This Profile
Current Employers
Peak Financial Planning

21201 Victory Blvd Suite 215, Canoga Park, CA 91303 • United States

Current Registrations

AuthorityCategoryStatusDate
PA RA APPROVED 2025-10-21
TX RA APPROVED_RES 2024-04-16
CA RA APPROVED 2021-12-08
  • PA RA
    APPROVED
    Since 2025-10-21
  • TX RA
    APPROVED_RES
    Since 2024-04-16
  • CA RA
    APPROVED
    Since 2021-12-08

Branch Locations

21201 Victory Blvd Suite 215, Canoga Park, CA 91303 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Ameriprise Financial Services, Llc Woodland Hills CA 12/2020 11/2021
Crossfit Encino Encino CA 06/2014 Present
Peak Financial Planning Woodland Hills CA 10/2021 01/2026
Peak Financial Planning, Llc Canoga Park CA 01/2026 Present
Previous Registrations
Other Businesses

Start Date: 06/2014, non-investment related, CrossFit Encino Lift Off Strength, 19842 Gilmore St, Woodland Hills, CA 91367, Owner, Eric is a passive owner - his wife operates the business full time, this activity does not account for any time during trading hours. Eric Amzalag is currently a licensed insurance agent, however, he no longer sells any insurance products, and is not affiliated with any insurance companies. After expiration, Eric Amzalag will be letting his insurance license lapse. Eric Amzalag will not sell any insurance products to clients or prospective clients of PFP. Peak Financial Planning Holdco; Owner; 1/2026; Canoga Park, CA; non-investment related; Holding company that owns PFP.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2021-02-12
  • S66 Uniform Combined State Law Examination
    2021-02-12
Designations

View on SEC IAPD

Other Firms

Other Investors

Other Offices

More in Canoga Park, CA

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor