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Shaun Thompson

Chief Compliance Officer & Senior Wealth Advisor at Peak Financial Management

  • LinkedIn

I am a financial professional who has provided objective wealth management advice to private clients for north of ten years. With extensive experience in portfolio construction and inves...

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PEAK FINANCIAL MANAGEMENT

PEAK FINANCIAL MANAGEMENT

  • description Description
    WE SEE THE DIFFERENCE Youre one-of-a-kind. So are your family, your career, and your hopes for the future. At Peak Financial, were excited to learn about what separates you from the crowd and...

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  • Employees count Employees 1-10
  • Revenue Revenue 10 Million to 25 Million
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Employees

Chris Gaffney

Vice President - Senior Wealth Advisor

Cfp® Nick Wolverton

Certified Financial Planner™ and President

Shaun Thompson

Chief Compliance Officer & Senior Wealth Advisor

Jeffrey Smith

Chief Investment Officer

Neel Tiku

Senior Relationship Advisor

Frequently Asked Questions Regarding Shaun Thompson

Answer: Shaun Thompson works for Peak Financial Management as Chief Compliance Officer & Senior Wealth Advisor

Answer: Shaun Thompson’s role in Peak Financial Management is Chief Compliance Officer & Senior Wealth Advisor

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Answer: Shaun Thompson works in the industry of: Investment Management

Answer: Shaun Thompson is the current Chief Compliance Officer & Senior Wealth Advisor at Peak Financial Management.... Read More

Answer: Shaun Thompson works Peak Financial Management located at 1714 Nw 215th St, Wellesley, Massachusetts, 33056, United States

Answer: Peak Financial Management's Chief Compliance Officer & Senior Wealth Advisor is Shaun Thompson

Answer: Shaun Thompson contact details:

  • Phone number  :  (***)-***-****
  • Email  :  s****@peak-financial.com

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