Eric Amzalag
Chief Compliance Officer/Chief Executor OfficerPeak Financial Planning, LLCCRD 7317053
About Eric Amzalag
Eric Amzalag is listed as Chief Compliance Officer/Chief Executor Officer at Peak Financial Planning, LLC in Canoga Park, CA. Form ADV reports a beneficial ownership band of Under 5%. Eric Amzalag is associated with 2 registered advisers.
Reported ownership
Owns Under 5% of Peak Financial Planning, LLC
Ownership band reported on Form ADV Schedule A
Frequently asked questions
Where does Eric Amzalag work?
Eric Amzalag is listed as Chief Compliance Officer/Chief Executor Officer at Peak Financial Planning, LLC on SEC Form ADV.
How much of Peak Financial Planning, LLC does Eric Amzalag own?
Form ADV reports a beneficial ownership band of Under 5%.
Peak Financial Planning, LLC
| Title | Chief Compliance Officer/Chief Executor Officer |
| Ownership | Under 5% |
| Control person | Yes |
| Since | 2026 |
Peak Financial Planning, LLC
| Title | Owner/Chief Executive Officer |
| Ownership | Over 75% |
| Control person | Yes |
| Since | 2026 |