Dan Ahmad

About Dan Ahmad

As Co-Founder and President of Peak Financial Freedom Group, I have provided financial…

Experience

1. President & Co-owner

   Peak Financial Freedom Group

   Nov 1989 — Present

   At Peak Financial Freedom Group, we design personalized Retirement Income Roadmaps that will make you feel comfortable that you can start using the money you saved for retirement and help you not to worry about market volatility or your income running out. Peak Financial Freedom Group will help you create this type of plan for you and your family. This is what we do. We are experts at this. This is what we want to share with you. I am co-host of the radio program \"The Peak Financial Freedom Hour with Jim & Dan\" every weekend on KFBK, KSTE, KGO, KSFO, KSAC and KTKZ in the Greater Sacramento Area and Bay Area. My partner Jim and I also host alongside Three-Time Emmy Award Winner, our television program,\"Kellie DeMarco Hosts The Peak Financial Freedom Show with Jim & Dan\" every weekend on ABC, CBS and NBC.

Education

• Internal Revenue Service

  Enrolled Agent, Taxes

  1986 — 1987

• Pepperdine University

  Mathematics and Computer Science

  1981 — 1981

• Bella Vista High School

  High School, General Education & College Preparation

  1977 — 1981

• Cal State University - Sacramento

  Bachelor’s Degree, Finance, Accounting, Economics

  1984 — 1986

• Michigan State University

  Fellow - The Estate And Wealth Strategies Institute, Comprehensive Estate & Wealth Planning

  2002 — 2004

• Sierra College

  Associate’s Degree, Accounting

  1982 — 1984

• College of Financial Planning

  Certified Financial Planner, Financial Planning and Services

  1987 — 1989

Skills

• Financial Modeling
• Microsoft Office
• Microsoft Excel
• Project Management
• Financial Analysis
• Strategic Planning
• Finance
• Sales Management
• Management
• Customer Service