Our Team

Claire Satuito



Front Desk Administrator

[email protected]

Claire Satuito joined the Summit team as the Front Desk Administrator after working as an Assistant Loan Processor and managing front desk duties for a family mortgage company. She is responsible for greeting guests, answering telephone calls and directing inquiries from clients, advisors and support staff. She enjoys providing operational support to all the departments.

 

Claire was born and raised in the Bay Area and is currently attending Diablo Valley College. When Claire is not in the office, she enjoys spending time with her family (including her senior dog Gizmo), doing CrossFit, listening to music, and eating at restaurants with her boyfriend, David.

Check the background of this investment professional on FINRA BrokerCheck

 

  • Summit Financial Group, LLC All Rights Reserved

Summit Financial Group, LLC All Rights Reserved

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.

The Client Relationship Summary (or Form CRS) contains important information regarding products, services and fees. Click the icon to learn more.

 

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.

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