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 2019 Newsletter is Here!

-Feature Article: Surviving the Bear
-You’re Invited: Summit Symposium
-KUDOS! Breanne: Camp Fire Strikes Close to Home
-Summit U: Winter Session is Open
-From the Ashes, a New Beginning: Rode Family Update
-Staff Spotlight: Welcome Veronica and Cindy
-New! Summit Trivia Challenge

Read More >

7th Annual Summit Symposium

Join us at our signature event on Saturday, February 23, 2019 from 10:00 a.m. – 3:00 p.m. at the Palm Event Center in Pleasanton, CA.
Learn, be inspired, and enjoy great food and wine.
Click the link below to view this year's presenters.

Read More >


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



Check the background of this firm on FINRA BrokerCheck


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 ...

Do NOT follow this link or you will be banned from the site!