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 2021 Newsletter is Here!

• Feature Article: What Is Your Diversity Policy?
• Summit Spirit Award: Erin and Stepping Stones of Hope
• Summit U Presents: The Retirement Income Challenge, Teens & Money, Second Saturday
• Staff Spotlight: Welcome Heather and Odette!
• Summit Trivia Challenge

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Summit University

Summit University plans, develops, and hosts a variety of educational events created with the needs and interests of our clients and community in mind. Click the link below to see what's coming up.

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


[email protected]

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Retire Wise: An Educational Retirement Strategy Workshop

Retire Wise: An Educational Retirement Strategy Workshop Retirement is a time to create the life ...

Retirement Planning Today

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 contemplate your next steps and ...