Inactive

Joseph Richard Perez

Peak Financial Planning

Canoga Park, CA

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Current Employers

Peak Financial Planning

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

Current Registrations

Authority	Category	Status	Date
CA	RA	APPROVED	2026-01-02

CA RA
APPROVED

Since 2026-01-02

Branch Locations

Calabasas, CA • United States

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

Organization	City	State	From	To
Peak Financial Planning	Canoga Park	CA	01/2024	01/2026
Peak Financial Planning	Canoga Park	CA	08/2023	01/2024
Csun Vita Tax Clinic	Northridge	CA	05/2023	09/2023
Kaiser Permanente	Panorama City	CA	06/2020	06/2023
Student	Canoga Park	CA	01/2014	06/2020
Zumiez	Pismo Beach	CA	06/2019	12/2019
Lido At Dolphin Bay Resort	Pismo Beach	CA	04/2019	08/2019
Student	San Luis Obispo	CA	01/2014	04/2019
Peak Financial Planning, Llc	Canoga Park	CA	01/2026	Present

01/2024 → 01/2026

Peak Financial Planning

Canoga Park, CA
08/2023 → 01/2024

Peak Financial Planning

Canoga Park, CA
05/2023 → 09/2023

Csun Vita Tax Clinic

Northridge, CA
06/2020 → 06/2023

Kaiser Permanente

Panorama City, CA
01/2014 → 06/2020

Student

Canoga Park, CA
06/2019 → 12/2019

Zumiez

Pismo Beach, CA
04/2019 → 08/2019

Lido At Dolphin Bay Resort

Pismo Beach, CA
01/2014 → 04/2019

Student

San Luis Obispo, CA
01/2026 → Present

Peak Financial Planning, Llc

Canoga Park, CA

Exams

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	2024-01-13

S65 Uniform Investment Adviser Law Examination

2024-01-13

Designations

View on SEC IAPD

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