Michael J. Weeks, MS, CFP®, CEPA®

Managing Partner

Michael J. Weeks joined the McPeak Wealth Management Group in 1997 with a degree in finance from Stockton University. As a CERTIFIED FINANCIAL PLANNER™ practitioner and a Financial Advisor with over 27 years of experience, he helps individuals and small businesses achieve their retirement and investment plan goals. To gain further knowledge and expertise, he also received his Master of Science in Personal Financial Planning. He assists clients throughout their life to help them accumulate wealth and help them manage that wealth during their retirement. His other areas of focus include creation and implementation of asset allocation models for mutual funds and exchange-traded funds, small business retirement plans including 401(k) plans, and options strategies. He enjoys spending time with his wife and four children and participates in an outdoor soccer league.

 

CA Insurance License Number: 0H05657. Resident State NJ

McPeak Wealth Management Group office lobby

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