Certified Financial Planner
Emmett Peck has more than 20 years of experience working with affluent individuals, families and businesses. Emmett is an Independent Financial Advisor and a Registered Investment Advisor with Prosperity Financial Group. He is licensed in securities (Series 7, 63, 65). His practice focuses on entrepreneurs, business owners, individuals nearing retirement and millennials. He advises on retirement, estate planning, charitable giving, insurance and risk management. Emmett holds a Bachelor of Science degree from California State University-Hayward. He also attended the University of California at Berkeley, graduating from the Personal Financial Planning program, where he returned after attaining his CFP designation. There at UC Berkeley, he was an instructor in the Personal Financial Planning program. His clients have included:
• World renown professors, speakers and research scientists
• Harvard PhD
• Certified Public Accountants
• Physicians, Dentists
During the winter season, Emmett uses his first-aid skills as a volunteer ski-patroller at Heavenly Mountain Resort. Currently, Emmett serves on the board of the Heavenly Area Patrol. Prior to devoting his work fulltime to the financial services industry, Emmett was a Police Officer for the City of Concord. He spent 15 years protecting the city he grew up in.
Emmett and his wife Suzy reside in Danville. Suzy is a Realtor in Danville with Compass. They have two adult children.