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.

Fall 2020 Newsletter is Here!

-Feature Article: In Search of Perspective
-Summit Spirit Award: Cristina, Trips for Kids Marin
-Summit U: We’ve Gone Virtual!
-Newborn News: Baby Claire has arrived and she’s ADORABLE!
-Sneak Peek: Preview Our Office Makeover
-Staff Spotlight: Welcome Robert, Martha, and Jeffrey

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Summit Symposium Series

Join us virtually for our Summit Symposium Series. We hope you will take time out of your busy lives to join us. We feel certain it will be worth your while! Please click below for the dates and times for all our presentations, along with bios on the speakers and how to RSVP. Come … let us Entertain, Educate and Inspire you!

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


[email protected]

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Retire on Purpose Webinar

Summit Financial Group invites you to attend our LIVE Zoom webinar: Retire On Purpose Retirement ...

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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