Our Team

Robert L. Avey

AIF®, ChFC®, CLU®, LUTCF®, RICP®

Financial Advisor

[email protected] | 925.866.7800

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Robert L. Avey is a seasoned financial advisor with more than 30 years of experience under his belt, 25 of which he served with Securian Financial Services. He strongly believes in creating a simplified, streamlined service. His professional motto is, “Do the right thing for the client, always.” Helping his clients understand what they need and how to best use what they have is a satisfying pursuit for Robert. When he hears “No one has ever explained it that way,” or “No one has ever brought that up,” he knows he is giving his clients the results they desire.

 

During his down time, Robert enjoys spending time with his wife, Martha, his children and grandchildren, as well as traveling, tending to his garden and spending the weekend looking for the next antique to add to his collection.

 

Robert holds CA Insurance Lic. 0746834. 

 

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  • 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

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