Golden State Welcomes Justin Peek of PEEK WEALTH, Exiting Edward Jones
South Coast Metro, Calif. May 31, 2022: Golden State is excited to announce the addition of Justin Peek, who operates under the DBA, PEEK WEALTHTM, and is the seventh advisor coming from Edward Jones. Justin serves as President of PEEK WEALTH and is a Certified Financial Planner®. The office is located in Carlsbad, CA and Justin has been providing the financial planning and investment needs of client families for nearly 20 years. He began his career in 2004 with Edward Jones. Over that time, he learned that the most impactful partnerships—where real ‘magic’ happens between client and advisor—is when there is alignment on values and philosophy.
“Having a strong desire to serve clients more thoroughly and individually with an independent firm environment allows me to provide clients with a wider range of resources, investments, and financial planning technology. This, coupled with the autonomy and nimbleness of a boutique office, I can provide a next-level experience for my clients aiming to accomplish what is most important to them,” says Justin.
“We are more than pleased to add Justin and PEEK WEALTH to the Golden State team. I have personally known Justin for over 20 years. Understanding his business acumen, approach to financial planning and the care he takes with each and every client is exemplary, says Daniel R. Catone, Founder and CEO of Golden State, “I am excited to see how far he takes PEEK WEALTH,” he continues.
PEEK WEALTH is backed by the resources and technology of Golden State, an investment adviser with over $3 billion in assets under care2 that provides personalized support systems such as compliance oversight, technology, marketing and operations. As a partner to Golden State, PEEK WEALTH is afforded multi-custodial flexibility through Charles Schwab and ,. Justin operates under a fiduciary standard and his firm serves a limited number of families to ensure they provide the highest level of comprehensive advice. Learn more about PEEK WEALTH at www.peekwealth.com.
About Golden State
The Golden State family of companies, comprised of Golden State Wealth Management, Golden State Equity Partners and Golden State Asset Management, are investment advisers registered with the SEC and dedicated to financial professionals and their clients. The firm’s initial company was founded in 2013 by a group of executives who collectively contribute over 50 years of industry experience and has partnered with advisors serving over $3 billion in assets under care2. Golden State’s infrastructure provides an extensive support network through succession planning, compliance oversight, dedicated transition support, and a Turnkey Asset Management Program. The Golden State family of companies maintain business alignments with LPL Financial, the nation’s largest independent broker/dealer1, Raymond James, , Institutional, Charles Schwab and BNY Mellon | Pershing, some of the nation’s largest independent custodians, who provide comprehensive tools and research necessary in today’s complex markets.
Golden State’s flagship office is located in South Coast Metro, California. With offices across the country, Golden State is committed to creating an atmosphere that benefits both advisors and their investors. For more information about Golden State, visit www.teamgoldenstate.com.
1Source: SEC filing as of April 30, 2022; Golden State.
2As reported in Financial Planning magazine, June 1996-2021, based on total revenue.
Investment advice may be offered through Golden State Wealth Management, Golden State Equity Partners, or Golden State Asset Management, investment advisers registered with the SEC. Registration as an investment adviser does not imply a certain level of skill or training. For information pertaining to the registration status of our firm, you may refer to the Investment Adviser Public Disclosure website (www.adviserinfo.sec.gov).
CMO, Golden State