Steven M. Wilcox

CAP®, CFP®, ChFC®

Partner, Summit Financial Group, LLC, Financial Advisor, RJFS

[email protected] | 925.866.7800

As one of the founding partners of Summit Financial Group, Steve has spent three decades helping his clients improve their financial lives. As a comprehensive planner, he gets to know the entirety of a client situation before making recommendations to align their resources with their goals.

 

Steve is a born educator and enjoys the opportunity to teach financial concepts. He speaks throughout the community on a wide variety of financial topics, educating people on how to become successful stewards of their financial resources. Steve is always available to speak to groups, no matter the size, and is passionate about providing common-sense solutions to some of life’s more complex financial issues.

 

Steve makes community service a professional and personal priority. A lifetime subscriber in the theory of abundance, he believes all individuals and organizations benefit from giving back to the community. He has served on many non-profit boards in the Bay Area and is a past president of his Rotary Club and Leadership San Ramon Valley. As a partner of the firm, Steve has been instrumental in the vision and development of Summit’s charity events which have positively impacted dozens of Bay Area non-profits. Through that process, and with the hope that the spirit of Summit giving will live on for generations to come, he and business partner Nathan Bennett created the Summit Financial Foundation. Steve is the acting President of the foundation and is proud that the organization can aid those in need for years to come. Through serving his community and his work as a financial advisor, Steve can do what he loves best: helping people secure their financial futures and enriching lives.

 

During his free time, Steve can be found on a golf course trying to improve his game, or on a field cheering on or coaching his kids in sports. Steve enjoys travelling to destinations around the world, but he loves returning to the best country on Earth and to the Danville home he shares with his wife, Gina. Steve and Gina are the proud parents of six children: Zach, Josh, Chris, Ashleigh, Shelby, and Colton.

 

Steve holds CA Insurance Lic. #0B31456 and Series 7 and 63 securities registrations. He has also acquired his ChFC® (Chartered Financial Consultant) and CFS (Certified Fund Specialist) designations. Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, CFP® and CFP® in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

Raymond James is not affiliated with, and does not endorse any of the above listed organizations.

 

Follow Steve on social media: