Angelina – better known as Angel – joined our Financial Services group in 2016, bringing with her a wealth of knowledge in corporate retirement planning. Prior to becoming a part of the Summit team, Angel worked as a paralegal at a local law firm where she became familiar with bankruptcy and family law. There she discovered her passion for guiding people, whether in personal finance or their personal lives. Her experience enriched her knowledge of retirement planning and managing client relationships, which she uses daily here at Summit to help our clients.
Angel lives for spending time with her daughter, Serena, and has fun being a team mom for Serena’s softball team. Being one of seven siblings, she loves spending time with her family, as well as finding new trails to hike around the Bay Area, and traveling. Angel also enjoys her time volunteering at LOV Newark, a nonprofit with a mission to enhance the quality of life for senior citizens, youth, and the needy.
2000 Crow Canyon Place Suite 450, San Ramon, CA 94583 925-866-7800
Certain individuals associated with Summit Financial Group LLC are registered with and offer securities and investment advisory services through Securian Financial Services, Inc. (“Securian”), a registered broker-dealer and investment adviser, member FINRA/SIPC. Individuals registered with Securian are authorized to offer only those securities and investment advisory services that have been specifically approved by Securian. FINRA’s BrokerCheck contains additional information about registered individuals and also indicates whether they are registered representatives and/or investment advisor representatives. You may also refer to their individual bio pages on this website to find their registration status. Not all registered persons are registered as investment advisor representatives. Only registered persons who are registered as investment advisor representatives use titles "advisor" or "financial advisor" and provide advisory services. For further questions about which individuals associated with Summit Financial Group LLC are registered with Securian, as well as information about which securities and investment advisory services such individuals are authorized to offer on Securian's behalf, please contact Securian at 1-800-820-4205.
Summit Financial Group LLC is independently owned and operated, and offers its own suite of products and services entirely independent of Securian. TR#3093842. DOFU 05/2020.