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.

Spring 2019 Newsletter is Here!

-Feature Article: The Beat Goes On
-Summit Spirit Award: Laura and Pam
-Summit University Spring Schedule
-Staff Spotlight: Welcome Janine Keeperman
-Keep or Toss? Your A-Z Guide to Document Retention
-Event: Spring Cleaning Paper Purge
-A Little Ray of Sunshine: Baby Zayn Arrives!
-Save the Date: Our 17th Annual Charity Golf Tournament
-Summit Trivia Challenge

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7th Annual Summit Symposium

Once again held at the beautiful Palm Event Center in Pleasanton, our Summit Symposium was a day to remember!

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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


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 ...

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