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.

Winter 2018 Newsletter is Here!

- Feature Article: 2017 – A Most Interesting Year
- KUDOS! Kimberlee: Ability Now Bay Area
- Summit U: Retirement Workshops and More!
- Staff Spotlight: Our 2018 Team Resolutions
- The Summit Symposium Lineup is Here!
- Community Corner: Summit is Going Green
- Save the Date: Golf Tournament 2018

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15th Annual Charity Golf Tournament

September 18th marked the 15th Summit Annual Charity Golf Tournament at Ruby Hill Golf Club. More than $50,000 was raised for Rooms for Hope!

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


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March Madness

Our very own Rachael Kepke takes the title of Bracket Queen Supreme! As this year’s March Madness ...

2017 Symposium Wrap Up

  Our 5th annual Summit Symposium was everything it promised to be and then some! Over 300 ...