Peak Wealth Advisors Ready to Serve the Central Coast Community

San Luis Obispo, CA, September 30, 2009 --(PR.com)-- 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. Both Mr. Ramirez and Ms. Sipsas will serve as Managing Principals of the new firm.

The principals were formerly Financial Advisors with Merrill Lynch where they advised clients for a combined 17 years.

“The financial advisory industry has undergone significant change in recent years and as an independent firm we are better suited to serve both the financial planning and asset management needs of our clients,” said Mr. Ramirez.

The firm has engaged LPL Financial to provide custodial and brokerage services for client accounts. After 40 years of significant growth, LPL has established itself as one of the premier firms in the independent arena, servicing 11,887 financial advisors with $224 billion in assets under management.

The principals of the firm are active members of the Central Coast community - Mr. Ramirez serves as Vice President of the board for Camp Ocean Pines, is Past President of the Central Coast Planned Giving Council and is a member of the Cambria Rotary Club. Ms. Sipsas serves on the board of the San Luis Obispo Botanical Garden, is President of the USC Alumni Club of SLO and is a member of the San Luis Obispo Rotary Club.

Peak Wealth Advisors provides comprehensive financial planning and asset management services for individuals, families and businesses. For business clients, the firm specializes in providing retirement plan services and business transition planning. For more information on Peak Wealth Advisors, please visit www.peakwealthinc.com or call 888 231-3262.

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