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Sax Wealth Advisors

Meet the Experts Behind Your Success

Get to know the dedicated professionals who bring knowledge, experience, and a personalized touch to every client relationship.
Staff Member

Valerie Peck, MBA

Principal, Wealth Advisor

vpeck@saxwa.com

(973) 554-6979

San Diego, CA

Valerie Peck, MBA develops long-term relationships with her clients in order to help them achieve their financial goals. Committed to educating and equipping clients to make the wisest financial choices for their futures, Valerie helps people identify and adapt solutions for their unique needs.

Valerie was founder of Peck Financial Advisors, a fee-only practice located in San Diego, and was acquired by SAX Wealth Advisors in January of 2025.

She has taught numerous courses throughout San Diego County designed to help individuals set and achieve their financial goals.

Education

  • Bachelor of Science, Business Administration / Entrepreneurship, Youngstown State University
  • M.B.A., University of Colorado.