Summit Financial Consultants Employee Directory

Financial ServicesCalifornia, United States11-50 Employees

Summit Financial Consultants focuses on helping you attain and maintain a Work-Optional Lifestyle. Life is not just about retiring, it’s about being able to spend your time the way you want to. It’s knowing that you could stop working at any time and still maintain your lifestyle without skipping a beat. Many of our clients are not really interested in retiring, they just want to know they can retire. This level of financial freedom leaves you in a very powerful position.

Summit Financial is an independent, fee-based, boutique wealth management firm located in Westlake Village, California servicing clients throughout the country.

We believe that, If you don’t know where you are going, you won’t know when you get there. This is why we spend a significant amount of time discussing your personal aspirations, hopes for your loved ones and your vision of the future before we recommend a personalized financial path.

Our Process simplifies complicated financial strategies, adds confidence to your financial decisions and provides direction to help you achieve your financial goals.

“Securities offered through Triad Advisors, LLC Member FINRA/SIPC. Advisors Services offered through Summit Financial.   Triad Advisors, LLC and Summit are not affiliated entities.”

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