Where are Summit Financial Group, Inc. San Diego employees located globally?

Summit Financial Group, Inc. San Diego has employees across 1 continents and 1 countries including United States Of America.

How has Summit Financial Group, Inc. San Diego's team size changed over time?

Summit Financial Group, Inc. San Diego's team has remained stable from approximately 10 to 10 employees based on available data.

Summit Financial Group, Inc. San Diego Employee Directory

Financial ServicesCalifornia, United States2-10 Employees

At Summit Financial Group you'll discover an industry leading team of professionals with a single focus: to be proactive, dedicated advocates bringing clarity of purpose to generations of clients. We are committed to maintaining the highest standards of integrity and professionalism in our relationship with our clients. We endeavor to know and understand every financial situation and provide our clients with only the highest quality information, services, and products to help our clients reach their goals.

Summit Financial Group's experienced financial professionals combine skill, technology and discipline to chart and follow a highly individualized course for each client. Each team member is committed to providing the highest level of quality service, proactive advice and conflict-free guidance, assuring our clients' needs always come first.

Summit Financial Group was established in 1992 in response to client requests for strategic tax planning and preparation tailored to the specific needs of each individual taxpayer. Our team of dedicated professionals is focused on enabling our clients to enjoy the benefits of an integrated approach to tax planning. As a strategic partner, we work to anticipate and solve tax issues while providing the professional guidance necessary to obtain clarity that will allow our clients to pursue their objectives with confidence.

Find Summit Financial Group, Inc. San Diego employees' phone numbers or email addresses

Summit Financial Group, Inc. San Diego Global Highlights

North America
18

United States Of America
18

Summit Financial Group, Inc. San Diego's Leadership

O. G.
District Manager
Mobile Phone
Email

Summit Financial Group, Inc. San Diego Employee Metrics

100%

50%

0%

2026

2025

Banking
Accounting
Administrative
Analytics
Arts & Design
Other

Contact profiles from Summit Financial Group, Inc. San Diego

Name

Title

Contact Info

Location

Last Update

O. G.
District Manager
Mobile Phone
Email
May 04, 2024

Frequently Asked Questions

What is Summit Financial Group, Inc. San Diego known for?

Summit Financial Group, Inc. San Diego was founded in 1992 operates in the Financial Services industry. The company's main headquarters is located in 9340 Fuerte Drive Suite 207 la Mesa, California 91941 United States. Explore Summit Financial Group, Inc. San Diego's company overview page for more information.

What is Summit Financial Group, Inc. San Diego's most common email format?

Summit Financial Group, Inc. San Diego employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more Summit Financial Group, Inc. San Diego email formats with LeadIQ.

How many employees does Summit Financial Group, Inc. San Diego have currently?

Summit Financial Group, Inc. San Diego has approximately 10 employees as of April 2026. These team members are located across 1 continents, including North America.

Who are Summit Financial Group, Inc. San Diego's key employees and leadership?

As of April 2026, Summit Financial Group, Inc. San Diego's key employees include:

District Manager: O. G.

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