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Financial Advisor, Southern California Region
Suzie Lara is a licensed series 65 Investment Advisor Representative and Sales Coordinator at Peak American Financial Group in Southern CA. Suzie graduated from Pacific Union College in Napa Valley with a degree in Business Management. Her knowledge in business and her dedication to helping others has made Suzie a successful member of our Peak American Financial Group team.
Peak American Financial Group has given Suzie Lara the opportunity to meet and build relationships with our appreciated and beloved clients. Since 1994 the Peak American Financial family of companies has been dedicated to serving the financial needs of retirees and those approaching retirement age. Whether you are concerned about outliving your money, inflation, market volatility, taxes, catastrophic illness or wealth transfer, we believe in old-fashioned values by providing personal service and conscientious financial advice.
For more information, or to schedule a free financial review, please contact Suzie so he can be prepared to serve you.
California
Regional Sales Executive
Anthony Lara
Office Hours
| Monday | 8:30 am – 5:00 am |
| Tuesday | 8:30 am – 5:00 am |
| Wednesday | 8:30 am – 5:00 am |
| Thursday | 8:30 am – 5:00 am |
| Friday | 8:30 am – 5:00 am |
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Peak American Financial Companies, Inc. and Peak American Financial Group, Inc. is not a chartered bank or trust company, or depository institution. It is not authorized to accept deposits or trust accounts and is not licensed or regulated by any state or federal banking authority.
Neither Peak American nor any of its employees or advisors practice law. All legal questions and opinions are at the discretion of licensed attorneys that you engage.
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