Pran Tiku, CFP®, is the principal and founder of Peak Financial Management, Inc. He is also the author of Six Sizzling Markets: How to Profit from Investing in India, China, Korea, Mexico, Brazil and Russia, a book published in 2008 by John Wiley & Sons.
Worth magazine selected him as one of the Nation’s Top Wealth Advisors for five years between 2003 and 2008. Medical Economics has named Mr. Tiku one of the best 150 financial advisers for doctors in 2004, 2006 2008 and 2009 and 2010.
Pran was a primary contributor to The Boston Globe’s “Money Make-Over” column for over four years, and his insight has been featured in The Wall Street Journal, Forbes, The Washington Post, U.S. News & World Report, MarketWatch, Smart Money, TheStreet.com, MSNMoney, Financial Planning, Boston Herald and others.
He is a regular guest on CNBC, Fox Business Network, New England Cable Network and Bloomberg Television as well as many radio programs. He has served as Director for the Boston Chapter of the Financial Planning Association and is a member of the Boston Securities Analysts Society.
|Work Phone:||781-487-9500||Work Phone:||781-487-9500|
Alla joined Peak in 2002. Her duties include setting up new accounts as well as the maintenance of all clients' accounts. She is also responsible for any specific requests that our clients may have relating to withdrawals as well as deposits and transfers. Alla can answer any question relating to transaction activity in the accounts, manages clients' cost basis, and handles all check requests. Alla enjoys reading and traveling.
Cory is a Certified Financial Planner TM Professional and joined Peak Financial in 2010. He serves as the firm’s dedicated Financial Planner. He is responsible for guiding new clients through the wealth management process as well as working with existing clients to ensure their planning needs are attended to. Cory also works closely with clients’ existing advisors (estate attorneys, CPAs, insurance agents) to increase synergies and simplify client’s lives. He passed the CFP® exam November 2005, and has been Certified Financial Planner Certificant since May 2006. Cory’s other interests include skiing, BBQ, Virginia Tech football, and he is an automobile enthusiast.
Kerry joined Peak in 1996 and currently serves as our Vice President. She has occupied every post at Peak during her tenure –from operations, to research, to financial planning and portfolio management. She oversees all aspects of Peak’s Wealth Management offerings and client services. She is a member of the Investment Policy Committee and collaborates with the Portfolio Manager to direct Peak’s portfolio allocations and investment selections. She is responsible for the ongoing, active management of clients’ portfolios. Kerry enjoys cooking, hiking, swimming and personal fitness.
Luisa is Peak Financial's Client Services Manager and Marketing/Business Director. She joined the firm in 1992. Luisa oversees all client communications and activities and acts as the liaison for Peak Financial's clients including assisting with and coordinating our estate planning, insurance and tax planning services with other advisors. Her responsibilities also include internal business management and marketing. Luisa enjoys hiking and traveling.
Neel joined Peak in 2007. He had previously worked at Peak in 2004. He currently serves as the new client relationship and website/technology manager. He is responsible for assisting new clients through the initial financial planning process and investment management services, including any issues relating to overall financial plans, net worth statements, cash flow summaries and client investment policy statements.