Investment Management

Valerie Peck is a San Diego, CA, Fee-Only Financial Planner and Investment Manager serving San Diego and surrounding areas. We invest based on research, diversification, client-specific needs, and controlling costs.

At Peck Financial Advisors, we invest based on research, diversification, client-specific needs, and controlling costs.

• We believe in investment strategies that hold up in a variety of financial environments
• We don’t chase investment trends
• We believe it is advantageous to own well-diversified and appropriately allocated holdings
• We are mindful of clients’ priorities and unique situations that impact how they are invested
• We think excessive costs in trying to outperform the market can add unnecessary risk and expense for investors