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Peak Financial Partners
Sharleen Tran's Company Details
Peak Financial Partners is an independent registered investment advisor providing comprehensive investment management services to individuals, couples, businesses, non-profits, and private foundations. Our mission is to deliver customized, objective wealth management solutions and personalized, investment related services that fully meet our clients' broad investment needs and simplify the complexity of their financial lives. We bring together a wide array of both proprietary and non-proprietary resources in order to build the most appropriate investment solutions and deliver the most relevant services to clients. We believe that this approach enhances our objectivity and expands our breadth of services and capabilities, enabling Peak Financial Partners to remain focused on our sole mission - to most effectively serve the complete financial needs of our clients. Thank you for your interest in Peak Financial Partners. We look forward to working with you.