Peak Wealth Advisors is a team of financial planners that serves clients in Pasadena. It offers personalized solutions for divorce, retirement, tax, education, special needs, and estate planning. Its team also handles portfolio risk analysis, risk management, insurance analysis, planned giving, and business transitions. One of its founders, Helen Sipsas, has a background in mergers and acquisitions, growth financing, and debt restructuring. Peak Wealth Advisors has been assisting clients with their financial concerns for over 10 years.
790 East Green Street
Pasadena, CA 91101