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. She is an Investment Advisor Representative and Registered Representative with Securian Financial Services, Inc. Member FINRA/SIPC. TR# 1234421. DOFU 06/2015.
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.
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.