They are the charity that funds other charities. Get to know The Carlsbad Charitable Foundation, and hear how they do it all with Chair Justin Peek.
They are the charity that funds other charities. Get to know The Carlsbad Charitable Foundation, and hear how they do it all with Chair Justin Peek.
Carlsbad is a beautiful place. In fact, it’s paradise. But even in paradise, we still have all the same issues of human financial need you see across the country.
The Carlsbad Charitable Foundation has made it their mission to celebrate Carlsbad, invest in it, and look after as many people as they can while improving the lives of those living here.
Spend some time with Chair Justin Peek and hear the inside story of the foundation: how the grant committees work, how endowments are managed, and how every single dollar winds up exactly where it’s supposed to go. Since 2007, this all-volunteer organization has given over a million dollars to Carlsbad, and they aren’t stopping now. Whether you have a special philanthropy project in mind, or if you just want to do more for the community, give this episode a listen and you won’t be disappointed.
Justin’s website Peek Wealth: https://www.peekwealth.com
Carlsbad Charitable Foundation website: https://www.sdfoundation.org/community-impact/regional-affiliates/carlsbad-charitable-foundation/
Produced by Imagine Podcasting https://www.imaginepodcasting.com/
CEO
Justin is a 15-year, donating member of the Carlsbad Charitable Foundation (CCF), and is in his fourth year as Board Chair. His objective is to raise awareness of how CCF serves the Carlsbad non-profit community as an entirely volunteer organization, so that all who learn of CCF desire to become a donating member and further support Carlsbad's non-profits. To date, CCF has granted over $1.2 million to over 45 501(c)(3)s with a cause in Carlsbad, while building a $1 million endowment fund for future granting and sustainability.
Professionally, Justin is a Certified Financial Planner (CFP®), 19-year financial advisor, and CEO and Founder of PEEK WEALTH. PEEK WEALTH is an investment and financial planning firm for successful families in Carlsbad looking for a more personal, experienced, and in-depth advice relationship with those stewarding their wealth and planning.
Justin is married to his wife, Denise, has two daughters, Ryan and London, and resides in the La Costa area of Carlsbad. As a citizen of Great Britain, Canada, and the United States, he loves to travel with his family, and it is his chief passion. Practicing yoga, playing soccer, going to concerts, eating chocolate, videogaming with his girls, playing darts and shuffleboard, and attending San Diego Wave games all vie for second place on his passion list!
Here are some great episodes to start with.