Our Team

Jennifer De Guzman



Client Services Coordinator

[email protected]

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Jennifer De Guzman is the Client Services Coordinator for several of our advisors. She joined Summit in 2021 with over four years of experience in the financial services industry, and more than seven years of experience in educational finance. Her financial experience includes client services, new business, accounting, retirement plan administration, and cashiering requests.

 

Born and raised in the Bay Area, Jennifer currently resides in Hayward with her family.

 

When Jennifer is not in the office, she enjoys running, hiking with friends and family, getting a good bite to eat with great company, and curling up with a good book and candle.

 

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Summit Financial Group, LLC All Rights Reserved

2000 Crow Canyon Place Suite 450, San Ramon, CA 94583 925-866-7800

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