top of page
Snow-capped Ama Dablam mountain peak against a blue sky.
Dave Ramsey smiling next to Ramsey SmartVestor logo.
Farmer with two children in a golden wheat field
Two people hiking a mountain trail at sunset.

David M Shapiro
Certified Financial Fiduciary

88 West Center Street
Logan, UT 84321

Phone:

435-494-1742

Additional parking in rear

E-mail:

Welcome to Peak Investment Coaching, LLC

Knowledge is Power…be empowered!

We empower families to cultivate a purposeful relationship with money and investing, to utilize free markets to build family wealth and to plan for an abundant future.

As your investment coach, we will challenge you, advocate for you, and guide you with purpose toward your ideal future.  Wealth success doesn't happen by accident.  The people who've achieved it were only successful because they put in the work.  Are you willing to do the same?

​

At Peak Investment Coaching, we value personal finance education, so we've created a website that's full of financial tools. There are financial calculators that can help you get a clearer picture of where you stand and where you're headed. There is a research library and newsletter articles on a wide range of financial topics.

happy couple with advisor

Check back often because we're constantly adding new material!

If you have a specific question or want more information, click on Contact Us, drop us an e-mail message at david@peakinvestmentcoaching.com, or call us at 435-494-1742. We're ready to help.

Contact Us

Contact Us

Phone and envelope icons for contact information

Please feel free to contact us with any questions.

Videos

Stack of video files icon with play button

I have interesting videos you can watch on my site.

Calculators

White open book icon on a black background

You can review interesting calculators on my site.

This article discusses economic forecasts for 2026 and the trends that are influencing them, including surging AI investment.

Add paragraph text. Click “Edit Text” to update the font, size and more. To change and reuse text themes, go to Site Styles.

Recent action by the FTC highlights potential for abuse by online data brokers. Offers tips that might help consumers keep their private data private.

Add paragraph text. Click “Edit Text” to update the font, size and more. To change and reuse text themes, go to Site Styles.

While life insurance might play a central role after the death of a financial provider, Social Security could also offer another important source of income for survivors.

Add paragraph text. Click “Edit Text” to update the font, size and more. To change and reuse text themes, go to Site Styles.

Considering some important issues now could provide more options in the event of early retirement.

Add paragraph text. Click “Edit Text” to update the font, size and more. To change and reuse text themes, go to Site Styles.

Will you be able to afford nursing home care?

A balance sheet summarizes your assets and liabilities and reveals your net worth.

This calculator can help you determine how soon you can pay off your mortgage.

How Long Will Your Funds Last?

bottom of page
Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck