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Luisa Pandolfi

HR, Accounting Manager and Client Services Manager

Peak Financial Management

United States, Massachusetts, Wellesley Hills

About Me

Luisa joined the firm in 1991 as one of our first team members. Luisa is the Human Resources and Accounting Manager at Peak Financial. She oversees Peak’s general accounting operations including budgeting, reporting, developing and monitoring internal accounting controls, as well as supervising the daily internal financial operations and practices. Luisa also manages all aspects of our human resources, payroll, and employee benefits procedures and policies. Luisa also serves as a critical liaison with insurance brokers, insurance carriers, pension administrators, and other outside experts for our company. The role extends to helping clients with insurance applications, monitoring and managin
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Profile Information

HR, Accounting Manager and Client Services Manager

Peak Financial Management

Investment Team,Operations Team

Investor

RIA/Wealth Manager/Asset Manager

Wellesley Hills

Massachusetts

United States

May 15, 2024

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