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Inactive

Matthew Charles Warner

Peak Financial Planning

Canoga Park, CA

Austin, TX

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Current Employers
Peak Financial Planning

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

Current Registrations

AuthorityCategoryStatusDate
PA RA APPROVED 2026-02-03
CA RA APPROVED 2026-02-02
TX RA APPROVED 2026-02-02
  • PA RA
    APPROVED
    Since 2026-02-03
  • CA RA
    APPROVED
    Since 2026-02-02
  • TX RA
    APPROVED
    Since 2026-02-02

Branch Locations

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

Austin, TX • 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
Dimensional Fund Advisors Austin TX 05/2023 12/2025
Weaver Austin TX 01/2023 03/2023
Myers And Stauffer Lc Austin TX 05/2022 11/2022
Caterpillar Seguin TX 05/2021 04/2022
University Of Texas At Austin Austin TX 08/2019 05/2023
University Of Texas At Austin Austin TX 08/2020 05/2021
United Supermarket Austin TX 04/2020 08/2020
Waffle House Lewisville TX 11/2016 01/2020
Lewisville Independent School District Flower Mound TX 08/2005 05/2019
Peak Financial Planning Austin TX 01/2026 Present
  • 05/2023 → 12/2025
    Dimensional Fund Advisors
    Austin, TX
  • 01/2023 → 03/2023
    Weaver
    Austin, TX
  • 05/2022 → 11/2022
    Myers And Stauffer Lc
    Austin, TX
  • 05/2021 → 04/2022
    Caterpillar
    Seguin, TX
  • 08/2019 → 05/2023
    University Of Texas At Austin
    Austin, TX
  • 08/2020 → 05/2021
    University Of Texas At Austin
    Austin, TX
  • 04/2020 → 08/2020
    United Supermarket
    Austin, TX
  • 11/2016 → 01/2020
    Waffle House
    Lewisville, TX
  • 08/2005 → 05/2019
    Lewisville Independent School District
    Flower Mound, TX
  • 01/2026 → Present
    Peak Financial Planning
    Austin, TX
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2023-09-15
  • S66 Uniform Combined State Law Examination
    2023-09-15

View on SEC IAPD

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ODER INVESTMENT MANAGEMENT, LLC
COULOMBE AND SONS WEALTH MANAGEMENT
TRANSAMERICA FINANCIAL ADVISORS, LLC
J.P. MORGAN SECURITIES LLC
STATE FARM INVESTMENT MANAGEMENT CORP.

Other Investors

SERRIA TAWAN REGO
Kristina Marie Zimmerman
MICHAEL LAZARI KARAPETIAN
ARAX MALVINA RYVKIN
RICHARD WAYNE PLAMONDON
Rajiv Shah
Hagop Jack Karadanaian
Kirk Shahen Mekerdichian

Other Offices

LPL FINANCIAL LLC · CANOGA PARK, CA
LAZARI CAPITAL MANAGEMENT, INC. · Woodland Hills, CA
AMERIPRISE FINANCIAL SERVICES, LLC · Woodland Hills, CA
LPL FINANCIAL LLC · WOODLAND HILLS, CA
ODER INVESTMENT MANAGEMENT, LLC · WOODLAND HILLS, CA
COULOMBE AND SONS WEALTH MANAGEMENT · WOODLAND HILLS, CA
TRANSAMERICA FINANCIAL ADVISORS, LLC · WOODLAND HILLS, CA
LPL FINANCIAL LLC · WOODLAND HILLS, CA

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