WisdomPEAK Wealth Advisors

Your goals guide everything we do, and our team approach helps us see them from every angle. By collaborating closely and sharing our experience, we strive to offer more thoughtful, well-rounded advice. The result? Clearer decisions, fewer blind spots and a financial plan that helps you move forward with confidence and a stronger sense of control.

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Team photo for WisdomPEAK Wealth Advisors
Team photo for WisdomPEAK Wealth Advisors

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Advisors

Advisor photo for Johnny A Kovalek

Johnny A Kovalek

CFP®, APMA®

Private Wealth Advisor

CERTIFIED FINANCIAL PLANNER® practitioner
Visit Johnny A Kovalek's website


Team

Isaac Floyd

Isaac Floyd

Financial Planning Assistant

Molly Weglin

Molly Weglin

Client Service Director,

Marketing Coordinator

Qualifications

  • BA Liberal Studies, Minor History, CSUS

  • With practice since 2006

  • CA Notary Public

Roles & Responsibilities

  • Client Service
  • Record retention and filing
  • Operations and practice administration
  • Technology
  • Business Processing
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