Vanessa L. Savage

CFP®, CEPA®, RICP®

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

Vanessa is motivated by helping her clients achieve their financial goals. Her greatest satisfaction comes from transforming the seemingly complex world of finance into a straightforward financial road map resulting in her clients’ well-being and financial stability. Vanessa helps individuals and families in the areas of retirement funding, investment management, risk management, and estate planning.

She also believes in a financial planning process where in-depth analysis precedes any recommendations. As part of her services, Vanessa believes it is critical to monitor the client to stay abreast of their ever-changing lives in order to help them make wise financial decisions.

Vanessa holds a bachelor’s degree in Business Economics from the University of California, Santa Barbara. Vanessa, her husband Steven, and their three boys, Brody, Drew, and Vincent reside in Danville, CA.

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

Follow Vanessa on social media:

Our Team

Vanessa L. Savage

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