Our Team

Jarrad DiMaggio



Financial Advisor

The landscape of investment management, risk management, and taxation are everchanging and Jarrad DiMaggio believes that clients deserve a trusted partner to walk with them on their path to financial independence. He believes that in many instances it’s what the clients don’t see down the road that costs them the most. Jarrad looks at today, tomorrow, and well into the future to help his clients avoid the missteps that could sink a sound financial strategy.

 

Jarrad focuses first and foremost on building solid relationships with his clients to really understand what matters most to them. From there, aligning financial solutions to help clients achieve and exceed their goals is where the fun begins. Jarrad aims to provide his clients a firm understanding about the choices they make. He is also a huge proponent of a team approach which is the number one reason he chose to join Summit. The support and collaboration of his Summit team helps to ensure his clients and their heirs stay on the path to success.

 

Born and raised in the SF Bay Area, Jarrad enjoys exploring all the offerings of this diverse state. When not working on his client’s behalf, you can usually find him on a basketball court, off in the woods, watching a movie, or in the kitchen trying his hand at mastering a new cuisine. He finds his peace when he can unwind with his wife and two kids and just enjoy the simplicity of life. He believes when the noise of life fades away, the people you’re with are all that matter. Well…that and great food!

 

Jarrad is a Registered Representative and Investment Advisor Representative of Securian Financial Services, Inc. Member FINRA/SIPC. TR# 3938785 DOFU 12/2021

 

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Check the background of this investment professional on FINRA BrokerCheck

 

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