Peak Wealth Advisors - San Luis Obispo (CA)

Cristian Ramirez The ladies here are so wonderful! Super helpful and 10/10 customer service. They are the example of what banking should be, I definitely recommend going through them for any of banking needs!

Sandra Hurtado I’ve been an RCB member for about 2 years now and i absolutely love it! Everyone is so friendly and helpful when I stop by the branch. They don’t charge excessive unnecessary fees and I love their new mobile app. I appreciate supporting local over the big brand banks that don’t care about you. I look forward to being a long time customer.

Norman Shoaf I was pleased at the speed, efficiency, and positivity I experienced every time I made contact with the group. I especially wish to compliment Ana Aguilar, who helped me several times and made sure I got the service I needed. She was patient, responsive, knowledgable, kind, professional, and touched base with me frequently to make sure I knew what was going on and what the next steps were. She was excellent on the phone and via e-mail. She is a joy to work with and I appreciate her personally. She deserves much credit and I would welcome the opportunity to work with her again.

Charlotte I’ve been with first command for 5 years in 3 different duty stations. Chalitda is by far the best advisor I’ve had. She truly cares about her clients and it shows with the time and energy she has put into helping me on my path to reach financial freedom. I didn’t grow up with financial security and I was not well educated on finances coming into the Navy, but Chalitda has helped fill in those gaps with white board drawings and many repeated explanations until I truly understood. This location has monthly events such as “puppies & pints” and “paint & sips” that help build community and they typically offer “lunch & learn” sessions to continue to build financial knowledge which have been great for my friends and I to attend.