Vanessa L. Savage

CFP®, CEPA®, RICP®

Director, Summit Financial Group, LLC, Private Wealth Advisor, RJFS

[email protected] | 925.866.7800

Vanessa is deeply committed to guiding her clients toward achieving their financial aspirations. With a passion for demystifying the intricate world of finance, she takes pride in transforming complex financial concepts into clear, actionable strategies. Vanessa’s primary focus is to create tailored financial roadmaps designed to positively impact the lives of her clients. She specializes in retirement planning, cash flow planning, investment management, risk management, and estate planning. She has also earned the Private Wealth Advisor designation from Raymond James. This designation reflects her experience in managing the financial concerns of families, individuals, and organizations of significant wealth, and her mastery of methods and resources necessary to support their expansive financial complexities.

 

Her approach to financial planning is both thorough and methodical. Vanessa believes that effective financial guidance begins with a comprehensive analysis of her clients’ financial situations, allowing her to deliver personalized and well-informed recommendations. She emphasizes the importance of staying closely aligned with her clients as their lives evolve, ensuring that their financial strategies remain relevant to their changing goals and circumstances.

 

Vanessa earned her bachelor’s degree in business economics from the University of California, Santa Barbara, equipping her with a strong foundation in analytical and economic principles. Residing in Danville, California, Vanessa cherishes her time with her husband, Steven, and their three sons—Brody, Drew, and Vincent. Together, they enjoy an active lifestyle in their Bay Area community and beyond.

 

Vanessa holds a CA Insurance Lic. 0E64884, and Series 7 and 66 securities registrations.

Raymond James and its advisors do not offer tax or legal advice. You should discuss any tax or legal matters with the appropriate professional.

Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, CERTIFIED FINANCIAL PLANNER®, and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization’s initial and ongoing certification requirements to use the certification marks.

 

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