Connor Merrigan

CFP®

Financial Advisor

Connor Merrigan joined Summit as a financial planner in 2018. With him, he brought a broad background in equity research from his previous work as a financial analyst. Since then, his motivation and passion has shifted from helping investment boards to helping individuals plan their financial independence.

A numbers guy at heart, Connor has a knack for sifting through financial data to create polished financial plans for Summit clients. This skill led him to join forces with Steve Wilcox in his established practice. Together, Connor and Steve will pursue a partnership dedicated to providing the utmost care and diligence to their clients.

Born and raised in the East Bay, Connor attended San Jose State University where he received a Bachelor of Science in Finance. He was heavily involved in the creation and management of the student-run Silicon Valley Aggressive Growth Fund. He holds the Series 7 and 66 securities registrations.

Connor currently resides in San Ramon. In his free time, when he’s not mountain biking, he enjoys hiking the many trails in our backyard and spending time on the golf course improving his drive.

Connor holds CA Insurance Lic. 2047127. Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, CFP® and CFP® in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

Follow Connor on social media:

Our Team

Connor Merrigan

Financial Advisor