Our Team

Julie Pelletier



Retirement Plan Specialist

[email protected]

Julie Pelletier joined Summit in 2021 with 15 years of retirement plan experience. Although she has worn every hat possible in her tenure career, she has maintained the same goal to successfully support business owners and their employees to create a clear path of reaching retirement age with enough money.

 

Julie is a graduate of St. Mary’s College of California. She holds a Series 6, 63, and California State Life Insurance License.

 

She was born in Detroit, Michigan and raised in Walnut Creek where she continues to live today with her family. If you do not see her around town, she is probably headed to her happy place Lake Almanor to boat, fish, hike and relax.

 

Julie looks forward to helping with the retirement plan goals of Summit’s clients and their employees.

 

Julie is a registered representative of Securian Financial Services, Inc. TR# 3713576 DOFU 8/2021

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.

MSIRobot