Summit Financial Group is a comprehensive planning and wealth management firm providing insight and solutions that assist clients with their financial dreams. Our goal is to educate clients so they understand their financial picture in order to implement solutions that match their priorities and resources. We aim to be the trusted resource for our clients and earn that distinction by consistently treating their wealth as if it was our own.

Summer 2018 Newsletter is Here!

- Feature Article: Sell in and May Go Away?
- KUDOS! Breanne: UCSF Benioff Children's Hospital Oakland
- Summit U: Teens & Money, Second Saturday Divorce Workshop, Transforming Social Security Into a Winning Retirement Strategy
- Financial Tips for Newlyweds
- 16th Annual Charity Golf Tournament
- Meet Baby Charlotte

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16th Annual Charity Golf Tournament

Registration is now open for the 16th Annual Charity Golf Tournament!

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2000 Crow Canyon Place, Suite 450
San Ramon, CA 94583


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Retirement Planning

This course addresses financial issues that pertain to the self-employed as well as employees of ...

Second Saturday Divorce Workshop

Are you considering divorce, or in the midst of a divorce? As you consider your next steps and ...

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