Gina thoroughly enjoys helping clients navigate the path to reaching their financial goals through investment management, risk management, retirement planning and legacy planning, especially when life changes unexpectedly. The financial planning process – the cornerstone in assisting clients with their financial decisions – is a process Gina firmly believes in and professionally adheres to.
Gina’s detail-oriented personality and consistent desire to help people, allows her to implement specialized plans that build a foundation for her clients to accomplish the important moments in life. Hearing stories of clients sending kids to college, enjoying travel, retiring early, and spoiling grandchildren are some of her favorite conversations.
Gina joined Summit in 2012 and holds a bachelor’s degree in Financial Planning from Franklin University. Outside of the office, Gina enjoys spending time with her husband, Tony, and their three children, AJ, Kylie and Danika.
Gina holds a CA Insurance Lic.#0K55588, and Series 7 and 66 securities registrations. She is an Investment Advisor Representative and Registered Representative with Securian Financial Services, Inc. Securities and investment advisory services offered through Securian Financial Services, Inc. Member FINRA/SIPC. Summit Financial Group is independently owned and operated. TR# 2249988 DOFU 09/2018.
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. Additional information about individuals registered with FINRA can be found on FINRA’s BrokerCheck. For information 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#2142988. DOFU 07/30/2018.