50+ Years Of Combined Experience
Local Radio Show Hosts | Local Television Hosts | Mentor-Coaches To Platform With Thousands of Financial Professionals | 2019, 2020, 2021 & 2022 Five Star Wealth Manager Award Winners | Co-Authors With Larry King | Co-Authors with Jack Canfield
Dan is a Co-Founder of Peak Financial Freedom Group and serves as the President. He has been a Certified Financial PlannerTM since 1989, an Accredited Tax Advisor, a member of the National Society of Accountants, and was formerly an Enrolled Agent with the IRS for 30 years. He is licensed for annuities, insurance, and is an Investment Advisor Representative. Dan is a “Fellow of the Institute” of the Estate & Wealth Strategies Institute at Michigan State University, successfully completing a three (3) year post-doctorate study program.
Jim is a Co-Founder of Peak Financial Freedom Group and serves as the Chief Executive Officer. He is an Investment Advisor Representative and licensed for annuities and insurance. Jim has tremendous business experience having successfully operated multiple companies in diversified businesses. He has extensive training and experience in Mergers and Acquisitions and in a previous role, he co-founded a technology company and help lead it to a successful public offering.
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Click on a member of our team to learn more about them.
Adam was raised alongside four brothers in a suburb south of Atlanta, Georgia. When he was not immersed playing baseball and soccer, he could most often be found creating science experiments or developing the survival skills he learned through…
Having spent over 20 years in CPA firms in Rhode Island and California prior to his role at Peak Financial Freedom Group, Fred has started his own tax and accounting practice. He helps many of our clientele on a personal level with their tax needs.
Keri works one-on-one with the clients to support them with their servicing and funding needs. She enjoys working on a personal level with each and every client to ensure their trust and happiness with Peak Financial Freedom Group.
Having spent almost a decade in the customer service world of retail prior to her role at Peak Financial Freedom Group, Sarah has mastered the art of communication, understanding, and connecting with all of our clientele on a personal level. Sarah loves working with clients who become part of the Peak family and abides by…
Randy started with Peak Financial in 2015 and moved his family across the country from Atlanta, GA for the opportunity to work with Dan and Jim. He had worked with them on various projects over the past 7 years, and recognized their expertise in assisting clients in their transition to and properly planning for retirement.
Courtney and her family moved from Redwood City, CA 16 years ago and have lived in the Old Fair Oaks area ever since. She enjoys spending time with friends, binge-watching Netflix series, and cuddling her Malti-Pom named Dandelion (Dandy).
All of the information presented here is provided and intended to be used for general educational and informational purposes only and is not intended as a solicitation for you to buy or sell any financial product. None of the information presented is intended to give you specific tax, investment, real estate, legal, estate, or financial advice but rather to serve as an educational platform to deliver information. The ideas, thoughts, and strategies presented here are those of the Management Team and provide an insight to our views on Peak Financial Freedom Group, LLC. Every detail in this website is subject to change without notice. Seminar, radio shows, TV productions, book releases, magazine and book promotions are sponsored, promoted and paid for by Peak Financial Freedom Group, LLC.
2nd Opinion Package available to Qualified Retirees and Soon-To-Be-Retirees may include free consultations, a free retirement income plan, risk analysis, and fee analysis. In addition, a comprehensive written retirement income plan may be provided to those who complete the entire process. Qualified Retirees and Soon-To-Be Retirees must have a minimum of $1,000,000 of investible assets such as IRA’s, 401K’s from past employers, stocks, bonds, mutual funds, bank accounts, money markets, CD’s, etc., but DOES NOT include real estate, businesses, limited partnerships, 401K/retirement plans that can’t be moved to another plan, and other illiquid type assets.
All investments involve risk, can involve the loss of principal, and unless otherwise stated, are not guaranteed. Past performance is no indication of future performance and such information cannot be relied upon regarding future potential gains. Nothing is directly or indirectly guaranteed by this information. The planning and ideas presented herein are not suitable for all individuals or situations. Hypothetical examples are used to explain concepts and are not indicative of potential results you could receive; past performance is not a guarantee of future results; and results are not indicative of any particular investment or income tax situation; your results will be different and could be lower or higher. Consult your financial professional before making any investment decision. Insurance product features and benefits, such as guaranteed lifetime income riders, are subject to contract terms, limitations, fees, and the claims paying ability of the insurance company issuing the contract. The sale or liquidation of any stock, bond, IRA, certificate of deposit, mutual fund, annuity, or other asset to fund the purchase of any other asset including an annuity may have tax consequences, early withdrawal penalties, or other costs and penalties as a result of the sale or liquidation. Different assets can be complex and carry fees, costs, and surrender charges. If you place assets under management with Fiduciary Solutions
LLC, we are paid an advisory fee from Fiduciary Solutions LLC and if you purchase an annuity through us, we are paid commissions from an insurance company.
2019(1), 2020(2), 2021(3), and 2022(4) Five Star Professional Wealth Manager Award - Dan Ahmad and Jim Files have been nominated for and have won the 2019, 2020, 2021, and 2022 Five Star Wealth Manager Awards. Wealth managers do not pay a fee to be considered or placed on the final list of Five Star Wealth Managers. Once awarded, wealth managers may purchase additional profile ad space or promotional products. Award does not evaluate the quality of services provided to clients. The Five Star award is not indicative of the wealth manager’s future performance. The inclusion of a wealth manager on the Five Star Wealth Manager list should not be construed as an endorsement of the wealth manager by Five Star Professional or this publication. Working with a Five Star Wealth Manager or any wealth manager is no guarantee as to future investment success, nor is there any guarantee that the selected wealth managers will be awarded this accomplishment by Five Star Professional in the future. Award winners represent an exclusive group of wealth managers who have demonstrated excellence in their field by satisfying 10 objective selection criteria. For additional information on the Five Star award, including a complete list of the 10 objective selection criteria and their research/selection methodology, go to https://fivestarprofessional.com.
Investment advisory services are offered through Fiduciary Solutions, LLC, a California Registered Investment Advisor. Insurance products and services are offered through PFFG Insurance Agency LLC, a licensed insurance agency (CA Insurance License #0N14013). Peak Financial Freedom Group LLC is a financial planning and umbrella marketing organization, which enables the provision of multiple financial services under one brand. Peak Financial Freedom Group LLC, PFFG Insurance Agency LLC, and Fiduciary Solutions LLC are affiliated entities with common ownership and control.
Jim Files is licensed as an investment adviser representative with Fiduciary Solutions LLC (CRD #1620449) and is a licensed insurance producer with PFFG Insurance Agency LLC (CA Insurance License #0F06511). Dan Ahmad is licensed as an investment adviser representative with Fiduciary Solutions LLC (CRD # 1491561) and is a licensed insurance producer with PFFG Insurance Agency LLC (CA Insurance License #0732913).
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