Our Team

Steven M. Wilcox

CFP®, ChFC®, CFS

Partner, Financial Advisor

As one of the founding partners of Summit Financial Group, Steve has spent over 20 years helping clients make their financial lives better. As a comprehensive planner, he gets to know the entirety of a client situation before making recommendations to align their resources with their goals.

 

Steve is a born educator and enjoys the opportunity to teach financial concepts. He speaks throughout the community on a wide variety of financial topics, helping educate the public about better stewardship of their financial resources. Steve is always available to speak to groups, no matter the size, and is passionate about providing common sense solutions to some of life’s more complex financial issues.

 

Steve makes community service a professional and personal priority. He was instrumental in forming the Summit Charity Golf Tournament which raises money for a different local charity each year. He also serves locally in the Rotary Club of San Ramon, is on the Board of Directors for Leadership San Ramon Valley, and was named San Ramon’s Business Person of the year in 2011.

 

Through serving the community, and helping people prepare their financial lives, Steve is able to do what he loves best; help people secure their financial futures while improving the community around us.

 

On weekends, Steve can be found on a golf course trying to improve his game, or at a local park where he and his wife are either cheering for or coaching their kids in sports. Steve enjoys travelling to new destinations around the world, but he loves returning to the best country on Earth and to his Danville home he shares with his family – wife, Sharon, and their three children, Christopher, Colton, and Shelby.

 

Steve holds CA Insurance Lic. #0B31456 and Series 7 and 63 securities registrations. He has also acquired his ChFC® (Chartered Financial Consultant) and CFS (Certified Fund Specialist) designations, Steve is a Registered Representative and Investment Advisor Representative of Securian Financial Services, Inc. Member FINRA/SIPC.  TR#1234441 DOFU 06/2015.

Check the background of this firm on FINRA BrokerCheck