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Joseph Richard Perez

Peak Financial Planning

Calabasas, CA

Canoga Park, CA

CRD 7862534

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Employer firm

Peak Financial Planning CRD 317288

$93.0M regulatory AUM

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)

From the firm’s Form ADV. Read the guides:

Current Employers
Peak Financial Planning

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

Current Registrations

AuthorityCategoryStatusDate
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
OrganizationCityStateFromTo
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
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2024-01-13
  • S65 Uniform Investment Adviser Law Examination
    2024-01-13
Designations
  • Certified Financial Planner

View on SEC IAPD

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