Our Team

Jeneen Slack

CFP®

Financial Advisor

Jeneen is dedicated to providing sound advice, effective implementation, and personalized financial planning services to individuals and families. She focuses in areas of personal finance, including retirement strategies, investments, tax strategies, insurance, and estate matters. Jeneen enjoys making a difference in her clients’ lives and has a passion for cultivating long-term, meaningful relationships.

 

Her career started in the financial services industry with Lincoln Financial Advisors in 2006 with an emphasis on retirement planning. In recent years, Jeneen has expanded her expertise by attaining specialized training in data analysis and issues of divorce.

 

Jeneen is passionate about promoting financial awareness through educational events, and is a benefactor of several notable non-profit organizations in the Bay Area. She has a Bachelor’s degree with a concentration in Finance, Securities 7 and 66 registrations, and holds a CERTIFIED FINANCIAL PLANNER™ certification.

 

Jeneen was raised in Dubai until 1998 when her family moved to California. She lives with her husband Eric, their three kids and two Yorkies, proudly calling San Ramon home. They spend their weekends cooking, hiking, and cheering on their kids several sports teams. Jeneen and Eric are also world travelers, always searching for the next best place for a scuba diving adventure!

 

Jeneen holds her CA Insurance Lic.0F54862, Series 7, 66 securities registrations, and is a Registered Representative and Investment Advisor Representative of Securian Financial Services, Inc. Member FINRA/SIPC. Summit Financial Group is independently owned and operated. TR#1557649 DOFU 08/2016.

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