Peter Robertson
FounderPeak Financial Group
WHY: Began firm in 1987. Manages wealth of some of OC richest business owners. Works with son Chris, who is president, and wife Diana, who is CFO.
NOTABLE: To celebrate his 60th birthday, with Chris, climbed to 22K feet elevation on Argentina’s Aconcagua, the highest mountain in the Western Hemisphere. In 2022, he trekked to Everest Base Camp with wife Diana and son Chris. Successful summits include Tanzania’s Mt. Kilimanjaro; California’s Mt. Whitney, Mt. Wilson, Mt. Baldy, Saddleback’s Santiago Peak, San Jacinto, and San Gorgonio; Washington’s Mt. St. Helens; Hawaii’s Mauna Kea; and Colorado “fourteeners” Longs Peak, Mt. of the Holy Cross, Mt. Aeolus, Kit Carson Peak, and Challenger Point.
QUOTABLE: “We view investments as components of our clients’ family business enterprises, encompassing both public and private equities, bonds and even insurance. This perspective keeps us focused on the only reliable source of wealth over time: profitable economic activity. Each investment should be understood in business terms: What does the company do, and how does it make money? These investments should enhance our clients’ earning power through diversification and sound fundamentals, with a focus on strong management, clear strategy and business performance, not just stock price.”          — Leader Board
