Peak Financial Management, Inc. logo

Peak Financial Management, Inc. jobs and careers

United States

About Peak Financial Management, Inc.

WE SEE THE DIFFERENCE You’re one-of-a-kind. So are your family, your career, and your hopes for the future. At Peak Financial, we’re excited to learn about what separates you from the crowd and create a wealth management plan that’s just as unique. BRING US YOUR CHALLENGES: WE'RE READY. As a fee-based registered investment advisor for more than two decades, it has been our privilege to work with hundreds of individuals and families across New England and beyond. While we have grown considerably over time, our goal has never been to become big. We value the close personal relationships we are able to develop with our clients; we think of them as our extended family. It is gratifying when clients call us for advice, referrals or just someone to talk to during an uncertain time. We understand how confusing and time-consuming it can be to manage financial decisions. We work hard to relieve our clients of that burden, freeing their time and energy for career, family and personal interests. We make wealth management our full-time job so you don’t have to. – The Peak Financial Management Team Please find important disclosures here: https://www.peak-financial.com/contact-us/important-disclosures/.

Founded in 1991 by Pran Tiku.

Founded
1991
Employees
1 to 10
Headquarters
United States

Leadership

The top of Peak Financial Management, Inc.'s org chart, with how many people report into each leader.

PT

Pran Tiku

President & Founder

Jobs at Peak Financial Management, Inc.

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