Eric Amzalag
Peak Financial Planning · Canoga Park, California
Eric Amzalag is a fee-only financial advisor at Peak Financial Planning in Canoga Park, California, who holds the CFP and RICP credentials. Eric charges a flat fee or retainer, a percentage of assets, an ongoing planning fee and a one-time planning fee (one-time plans from $9,000 and typically works with clients with $1,000,000 or more) and focuses on retirement planning and tax planning.
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Specialties
Who they serve
- Retirees
- Pre-retirees
Facts
| Firm | Peak Financial Planning |
|---|---|
| Based in | Canoga Park, California |
| Fee model | Flat fee or retainer · Percentage of assets · Ongoing planning fee · One-time planning fee |
| Fees (firm's website) | One-time plans from $9,000 · Typically works with clients with $1,000,000 or more |
| Works virtually | Yes |
| Accepting new clients | Yes |
| Assets under management | $93M across 300 accounts |
| Credentials | CFP · RICP |
| SEC registration | Investment adviser representative in CA, PA, TX · CRD 7317053 |
| Exams passed | Series 66 (2021) |
| Firm size | 8 employees |
| Disclosures | None reported |
| Website | thepeakfp.com |
| Profile |
How Eric's firm compares
- A one-time plan starts at $9,000, above the California median of $2,500 for fee-only firms that publish prices.
- Peak Financial Planning's average account is about $310,000, from its Form ADV (assets managed divided by 300 accounts).
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Questions about Eric
Is Eric Amzalag a fee-only financial advisor?
Yes. Eric Amzalag is listed in the XY Planning Network directory (XYPN members are fee-only). SEC records as of October 27, 2026 show no broker registration and no commission compensation reported by Eric's firm.
How does Eric charge for financial advice?
Eric charges a flat fee or retainer, a percentage of assets, an ongoing planning fee and a one-time planning fee.
How much does Eric charge?
According to Peak Financial Planning's website, checked October 28, 2026: one-time plans from $9,000; typically works with clients with $1,000,000 or more.
Does Eric work with clients virtually?
Yes. Peak Financial Planning says on its website that it works with clients remotely.
Where is Eric Amzalag based?
Eric Amzalag is based in Canoga Park, California.
What does Eric specialize in?
Eric's specialties include retirement planning and tax planning. Eric works with retirees and pre-retirees.
What credentials does Eric Amzalag hold?
Eric Amzalag holds the CFP and RICP credentials.
Is Eric Amzalag registered with the SEC?
Yes. Eric Amzalag is registered as an investment adviser representative in CA, PA and TX (CRD 7317053), per SEC Investment Adviser Public Disclosure data as of October 27, 2026.
How much does Peak Financial Planning manage?
Peak Financial Planning reports $93M across 300 accounts in assets under management.
How do I contact Eric Amzalag?
Through Eric's website, thepeakfp.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- XY Planning Network directory listing : XYPN members are fee-only
- Peak Financial Planning website : specialties, clients served, and fees, checked October 28, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 27, 2026
- Directory listing last checked April 21, 2026.
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