Peter Robertson started Peak Financial Group in 1987 and has been a Financial Planner for more than 30 years. He specializes in comprehensive financial planning, estate planning strategies, key executive

Diana Robertson has been essential to Peak Financial Group since joining in 1993. On behalf of our financial advisors, she provides all manner of financial reporting to our high-net-worth clients.

Chris Robertson joined Peak Financial Group in 2019. He specializes in comprehensive financial planning, estate planning strategies, wealth management, and business owner planning. Chris graduated from UCLA with a Bachelor

Jonathan “Jon” Murphy has been an integral member of the Peak Financial Group team for more than 20 years. He started with the team in 2004 as a summer intern