Peak360 Wealth Management, LLC Management Team
Contact top employees from
Peak360 Wealth Management, LLC
Summary
Peak360 Wealth Management helps successful individuals, families and businesses get above the day-to-day, see where they want to go, and understand how to get there. We are more than just financial ad...Show more
Industries
Financial Services
Headquarters Location
Employees Size
10-50 employees
Founded
2019
Contact Peak360 Wealth Management, LLC
Organization Website
Phone Number
925-271-5780
Employees Turnover 2 quarter 2025
Length of Employment
Employee tenure at Peak360 Wealth Management, LLC shows a diverse range of experience levels:
7% have been with the company for less than 1 year21% for 1–2 years29% for 3–4 years43% for 5–7 yearsEx-employees positions
In Company
In New Company
Contact top employees from
Peak360 Wealth Management, LLC
Patrick Kelley
Founder + CEO: Chartered Financial Consultant
Elizabeth Husserl
Founding Member
Shawna Humbert
Executive Assistant
Nolan Parker
Lead Advisor
Jack Stafford
Associate
Samson Chan
Founder + CFO; CERTIFIED FINANCIAL PLANNER® Practitioner
Kristina Sabbatini
Financial Advisor & Wealth Manager
Pauline Maes
Director of Insurance Department
Andy Nevin
Founder + President
Tyler Craig
Associate Advisor
Tristan Bolton
Wealth Advisor
Marcus Ferreira
Associate Advisor
Andrea Figueroa
Practice Manager to Elizabeth Husserl, Founder, Wealth Advisor & Author of The Power of Enough
Erika Alvarado
Director of Operations
