Peak Financial Management Inc

Robert Roselli is a CFP® professional with 31 years of industry experience. He has been with Peak Financial Management Inc since 2019 and previously worked at AXA Advisors, LLC from 2014 to 2019. Outside of his advisory role, he is a notary public, occasionally providing notary services to clients. Peak Financial Management provides discretionary portfolio management and financial planning to individuals, pension and profit-sharing plans, and businesses. The firm manages client assets through model-based investment policies and offers services across multiple offices, supporting a team of seven advisors.

Shaun Thompson is a CFP®, CFA®, and Series 65 credentialed advisor with 18 years of industry experience. He has worked at Peak Financial Management, Inc. since 2017 and previously spent five years at The Colony Group, LLC. Peak Financial Management provides discretionary portfolio management and financial planning to individuals, pension and profit-sharing plans, and businesses. The firm manages $534.4 million in discretionary assets through model-based investment policies and operates a multi-office structure despite its seven-advisor team size.

Neel Tiku is a Series 65-licensed financial advisor with 13 years of industry experience. He has been with Peak Financial Management Inc since 2007. Peak Financial Management provides discretionary portfolio management and financial planning to individuals, pension and profit-sharing plans, and businesses. The firm manages $534.4 million in discretionary assets and uses model-based investment policies with ongoing advice tailored through asset allocation and mutual fund/ETF analysis.

Christopher Gaffney is a CFP® with 19 years of industry experience. He has been with Peak Financial Management, Inc. since 2014. He holds Series 63 and Series 65 licenses and is based in Wellesley, MA. Peak Financial Management provides discretionary portfolio management and financial planning to individuals, pension and profit-sharing plans, and businesses. The firm manages $534.4 million in discretionary assets and uses model-based investment policies across a range of asset-allocation portfolios.

Jeffrey Smith is a CFA® charterholder with 22 years of industry experience. He has been with Peak Financial Management Inc since 2014 and holds Series 63 and Series 66 licenses. Outside of his advisory role, he is the managing member of a real estate development company. Peak Financial Management provides discretionary portfolio management and financial planning services to individuals, pension and profit-sharing plans, and businesses. The firm manages $534.4 million in discretionary assets across a range of model asset-allocation portfolios and operates through a multi-office structure uncommon for a team of its size.

Pran Tiku is a CFP® and ChFC® with 32 years of industry experience, currently serving at Peak Financial Management Inc since 1991. He holds a trustee position with the Harbor Towers Condominium Association in Boston, where he is chairman of the finance committee. Peak Financial Management provides discretionary portfolio management and financial planning to individuals, pension and profit-sharing plans, and businesses. The firm manages $534.4 million in discretionary assets and employs model-based investment policies across multiple asset-allocation portfolios.

Roberto Pandolfi is a CFP® professional with six years of experience, currently serving at Peak Financial Management Inc. His prior roles include positions at the Law Office of Rita Sud and Northeastern University. He is also a licensed notary public in Massachusetts. Peak Financial Management provides discretionary portfolio management and financial planning to individuals, pension and profit-sharing plans, and businesses. The firm manages over $500 million in discretionary assets using model-based investment portfolios and offers advice through a combination of asset allocation and trading strategies.