Dan Ahmad & Jim Files
Dan Ahmad - Co-Founder | President
Dan is a Co-Founder of Peak Financial Freedom Group and serves as the President. He is a Certified Financial Planner, an Accredited Tax Advisor and is a former Enrolled Agent with the IRS from 1987-2016. He is licensed for annuities, insurance, and is an Investment Advisor Representative. Dan is a “Fellow of the Institute” of the Estate & Wealth Strategies Institute at Michigan State University, successfully completing a three (3) year post-doctorate study program.
Jim Files - Co-Founder | CEO
Jim is a Co-Founder of Peak Financial Freedom Group and serves as the Chief Executive Officer. He is an Investment Advisor Representative, and licensed for annuities and insurance. Jim has tremendous business experience having successfully operated multiple companies in diversified businesses. He has extensive training and experience in Mergers and Acquisitions and in a previous role he co-founded a technology company and help lead it to a successful public offering.
For more about Peak Financial Freedom Group, visit
https://peakfinancialfreedomgroup.com/.
Show Links:
Peak Financial Freedom Hour
With 50+ years of combined experience as authors, lecturers, coaches, innovators, and financial professionals, Dan Ahmad and Jim Files are Nationally recognized as two of the top Financial Advisers working exclusively with retirees and those about to retire. Dan and Jim create comprehensive written retirement income plans that address the concerns and solve the problems people between the ages of 55-90 face with their money every day. As hosts of the cutting edge "Peak Financial Freedom Hour with Jim and Dan” radio show on AM1380 The Answer (KTKZ) and also Money 105.5FM (KSAC), Dan and Jim take the “grey areas” out of money, making it easy to understand. They were promoted in 2015 in a powerful Forbes Magazine section titled “California’s Financial Leaders,” have been featured multiple times on FOX 40 TV, and have created over 150 financial education videos.
