Valerie Peck, MBA, CFP®, 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 is a CERTIFIED FINANCIAL PLANNER™ professional, 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. Valerie holds an M.B.A. from the University of Colorado, and is a member of the NAPFA and Estate Planning Council of San Diego.