Emmett Peck, CFP®
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. At UC Berkeley, he was an instructor in the Personal Financial Planning program. Among his clients are:
- World-renowned professors, research scientists, and speakers
- Harvard PhD
- Certified Public Accountants
- Physicians, Dentists
Emmett currently serves on the board of the Heavenly Area Patrol. During the winter season, Emmett uses his first-aid skills as a volunteer ski-patroller at Heavenly Mountain Resort.
Prior to working in the financial services industry, Emmett was a Police Officer for the City of Concord, spending 15 years protecting the city in which he was raised. Emmett and his wife Suzy, a Realtor in Danville with Compass, reside in Danville. They have two adult children.
Book an appointment with Emmett Peck