News Releases

10-05-11

Don Ramirez is Awarded CERTIFIED FINANCIAL PLANNER™ Designation
Peak Wealth Advisors is pleased to announce that Managing Principal Don Ramirez has met the rigorous experience, ethical, educational and testing requirements of the CFP Board of Standards and is authorized to use the CFP^® certification marks.

05-24-11

Helen Sipsas is Awarded Accredited Investment Fiduciary Designation
Peak Wealth Advisors is pleased to announce that Managing Principal Helen Sipsas further demonstrates the firm's ongoing commitment to achieving the highest standard of fiduciary care for its clients by earning the Accredited Investment Fiduciary (AIF^®) designation.

10-05-10

Helen Sipsas is Awarded CERTIFIED FINANCIAL PLANNER™ Designation
Peak Wealth Advisors is pleased to announce that Managing Principal Helen Sipsas has met the rigorous experience, ethical, educational and testing requirements of the CFP Board of Standards and is authorized to use the CFP^® certification marks.

01-04-10

Donald Ramirez Earns Prestigious Exit Planning Designation
Peak Wealth Advisors is pleased to announce that the Exit Planning Institute has awarded Managing Principal Donald Ramirez the Certified Exit Planning Advisor Certification after completing the Institute’s intensive CEPA program.

09-29-09

Peak Wealth Advisors is Ready to Serve the Community
Donald Ramirez and Helen Sipsas today announced the creation of Peak Wealth Advisors an independent financial advisory firm headquartered in San Luis Obispo, CA with a Southern California office located in Pasadena.