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, estate and divorce matters. Jeneen enjoys making a difference in her clients’ lives and has a passion for cultivating long-term, meaningful relationships.

 

For over a decade, Jeneen has been using her comprehensive knowledge of personal retirement issues, as they apply to pre-retirees and retirees, to help create a thorough financial roadmap. Her goal is to help her clients make the best financial decisions for themselves, their businesses, and their families. Jeneen is passionate about financial planning and combines her knowledge of the process with a strong sense of empathy to help clients through all of life’s transitions.

 

In recent years, Jeneen has expanded her expertise by attaining specialized training in data analysis and issues of divorce. She works closely with her clients and their legal counsel to deliver professional and discrete analysis of the short and long-term financial impact of the proposed divorce settlements. Post-divorce, Jeneen understands that all of the fundamental components of a sound financial plan—creating a budget, investing, planning for retirement, owning a home, developing a strategy to help make sure you don’t outlive your money, understanding your goals and aspirations, saving for college, life insurance, etc.—should be completed under the guidance of an advisor who is very familiar with the needs and issues of recent divorcées. Developing and executing a new plan is essential for financial stability and a sense of security.

 

Jeneen is dedicated to promoting financial awareness through educational events, and is a benefactor of several notable non-profit organizations in the Bay Area. She holds a bachelor’s degree with a concentration in Finance, Securities 7 and 66 registrations, holds the CERTIFIED FINANCIAL PLANNER™ and Certified Divorce Financial Analyst™ certifications, and is an active member of The Institute for Divorce Financial Analysts (IDFA™) and The Financial Planning Association (FPA®). Jeneen is also a registered representative and investment advisor representative of Securian Financial Services, Inc.

 

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’ 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. Financial Advisors do not provide specific tax/legal advice and this information should not be considered as such.  You should always consult your tax/legal advisor regarding your own specific tax/legal situation. TR#1929938 DOFU 10/2017.

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