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 2023 Newsletter is Here!

• Feature Article: The Recession Debate
• Summit Spirit Award: Cody Smith & SHE-CAN
• Summit University: Our Winter Classes Are Open
• Community Corner: Summit Foundation Update
• Summit Trivia Challenge
• Staff Spotlight: Hello, Goodbye, and I Do!
• It’s Symposium Season: View our Lineup!

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11th Annual Summit Symposium

Join us at our signature event on Saturday, February 25, 2023, from 10:00 a.m. – 3:00 p.m. at Casa Real at Ruby Hill Winery in Pleasanton, CA! Learn, be inspired, and enjoy great food and wine.

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CONTACT US

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

925.866.7800

[email protected]

Check the background of this firm on FINRA BrokerCheck

EVENTS


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 ...

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