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Join Nick Hopwood, CFP® And Jim Pilat, CFP® of Peak Wealth Management on our Journey to a peace of mind retirement.
Episodes
Tuesday Apr 25, 2023
Tuesday Apr 25, 2023
Nick Hopwood, CFP® is joined by Peak's Preston Gee, wealth advisor. In this episode, Preston talks about becoming certified as a financial planner — and shares the process it took for him to accomplish his dream.
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Peak Wealth Management is a financial planning and wealth management firm in Plymouth, MI. We believe by providing education and guidance, we inspire our clients to make great decisions so they can Retire With Peace of Mind.
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