Our Team

Evan Zeller



Financial Planning Associate

[email protected]

Prior to joining Summit in 2021, Evan Zeller worked as a Financial Planning Analyst in the Bay Area where he gained valuable financial planning experience. Evan has a passion for supporting the creation of comprehensive financial plans for families, new and old, that will enable them to plan for their financial independence.

 

Evan was born and raised in Orange County, CA. He attended California State University, Monterey Bay, and received his Bachelor of Science degree in Business Administration with a concentration in Accounting while playing four years of NCAA basketball. When away from the office, Evan can be spotted on the court coaching high school junior varsity basketball at Granada High School. He also enjoys playing basketball, hiking, weight training, golfing, watching sports and preparing new recipes in the kitchen. When he’s not being active, Evan spends time with his family, friends, girlfriend, and his pug, Frank.

 

TR# 3938791 DOFU 12/2021

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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