Above all, I value honesty, thoughtfulness and transparency in every thing I do. When I work with clients, I ask them to open up and share with me their hopes and dreams and the concerns that keep them awake at night. I use plain English instead of confusing financial jargon. Together, we craft a financial plan that is grounded in reality and yet gives them the freedom to say “yes” to themselves.

Eileen McPeake, Certified Financial PlannerTM

I’ve been working as a financial advisor for over eight years, first with another person’s firm and now on my own. Prior to that, I worked as an investment banker with Robertson, Stephens in San Francisco, and a management consultant with McKinsey in London and New York. I earned my B.A. in Government from Cornell and my M.B.A. in Finance from The Anderson School at UCLA. I completed a Certificate in Personal Financial Planning from UC Berkeley Extension. I’m a Registered Investment Advisor and CERTIFIED FINANCIAL PLANNERTM.

I’m also Mom to two wonderful kids. Caitlin (18) is a freshman at the University of Utah who wants to enter the medical profession in some capacity. Declan (14.5) is a ninth grader who loves lacrosse, rowing, Boy Scouts and video games. In our family time, we camp, backpack, ski and SCUBA dive.

“The secret to successful investing is to stay focused on the long term and not to panic during periods when the stock market is volatile or in decline. Long-term stock investors have been rewarded with a 6-7% average annual return over the last century.”