The Summit Financial Foundation
Our Commitment to Community
The “Why” behind our work has always been more important than the business results. Summit was founded on the belief that if you do the right thing by clients, excellent business results will follow. Some of our favorite annual metrics include the number of clients reaching retirement, the number of students graduating, the number of businesses succeeding to the next generation, and the amount our clients donate to charity. These milestones remind us why we do what we do. Helping people reach their financial goals is a blessing, and we are thankful for clients who choose us to guide their journey.
As we celebrate our clients’ achievements, we recognize that the more we help people meet their goals, the greater our impact on the community – creating a virtuous cycle. Supporting our community is important to us, and we foster outreach and involvement within our team. Whether through our advisors teaching financial literacy classes to high school students or our team participating in volunteer projects, we are actively involved.
To formalize our spirit of giving back, we established the Summit Financial Foundation in 2016. Summit operates with an abundance mindset, aiming to cultivate and perpetuate the resources and gifts the foundation can provide for generations to come.
Our mission is to foster the abundant spirit of a community-minded firm — providing aid, promoting financial literacy, and inspiring life-changing initiatives for individuals across the Bay Area and, when needed, the world.
To date, we have been fortunate enough to support the following organizations:
- Ability Now
- Agape Villages Inc.
- Alzheimer's Association
- American Lung Association
- American Red Cross
- Amyotrophic Lateral Sclerosis Association
- Bay Area Crisis Nursery
- CharitySmith Nonprofit Foundation
- Children International
- CityTeam Ministries
- Conservation Society of California
- Convoy of Hope
- Culinary Angels
- Diablo Valley Veterans Foundation
- Down Syndrome Connection
- Dublin Irish Guard Boosters Club
- East Bay Community Foundation
- East Bay Integrated Care
- Endurance with Jan and Dave Dravecky
- Family Giving Tree
- Foothill High School
- Girls Inc. of Alameda County
- Girls Soccer Worldwide
- Global Impact
- Goodness Village
- Hawaii Community Foundation
- HERS Breast Cancer Foundation
- Hillsdale College
- Hively
- Kids Against Hunger
- Lazarex Cancer Foundation
- Marine Mammal Care Center, Los Angeles
- Mayfly Project
- Mercury One inc.
- MeWater Foundation
- Missing Man Ministry
- Monterey Bay Aquarium Foundation
- National Center for Youth Suicide Prevention
- Nebraska Czechs of Wilber
- Newberry's Block
- UCSF Benioff Children's Hospitals
- Ohio Fuzzy Pawz Shih Tzu Rescue
- Open Heart Kitchen of Livermore
- Opportunity Junction
- Rooms of Hope
- Sentinels of Freedom
- SHE-CAN Global Inc.
- Shelter Inc.
- Sleep in Heavenly Peace
- Sonoma County Resilience Fund
- Special Olympics Northern California
- St. Jude Children's Research Hospital
- Stepping Stones of Hope
- Susan G. Komen Breast Cancer Foundation
- Three Valleys Community Foundation
- Valley Humane Society
- West Coast Boxer Rescue
- Wheelchair Foundation
- Wrestle Like a Girl
For further insight into our foundation, please contact us at summitfinancialfoundation@gmail.com
Raymond James is not affiliated with and does not endorse, authorize, or sponsor the Summit Financial Foundation. This foundation does not accept client or public donations. Sanjiv and Bill Counsman will relay exception. Note to compliance.
