Summit View Wealth Management Employee Directory

Q: What is Summit View Wealth Management known for?

Summit View Wealth Management was founded in 2009. Summit View Wealth Management operates in the Financial Services industry.

Q: How many employees does Summit View Wealth Management have currently?

Summit View Wealth Management has approximately 4 employees.

Financial ServicesPennsylvania, United States2-10 Employees

Summit View is a fiduciary financial services firm. Our team helps individuals and families reach their unique financial goals through financial education and a clear-cut advisory process. We offer fee-only financial planning to guide you to success today and throughout the rest of your life.

Securities offered through Registered Representatives of Cambridge Investment Research, Inc., a Broker/Dealer, member FINRA/SIPC. Advisory services offered through Cambridge Investment Research Advisors, Inc., a Registered Investment Advisor. Summit View Wealth Management, LLC and Cambridge are not affiliated.

Find Summit View Wealth Management employees' phone numbers or email addresses

Summit View Wealth Management Global Highlights

North America
6

United States Of America
6

Summit View Wealth Management's Leadership

K. N. M.
Lead Advisor
Mobile Phone
Email
B. T.
Retirement Income Specialist And Purposeful Retirement Coach
Mobile Phone
Email
J. Z.
Administrative Specialist
Mobile Phone
Email
K. C.
Financial Advisor
Mobile Phone
Email

Contact profiles from Summit View Wealth Management

Name

Title

Contact Info

Location

Last Update

K. N. M.
Lead Advisor
Mobile Phone
Email
United StatesPennsylvania
Nov 11, 2025
B. T.
Retirement Income Specialist And Purposeful Retirement Coach
Mobile Phone
Email
United StatesPennsylvania
Oct 26, 2025
J. Z.
Administrative Specialist
Mobile Phone
Email
United StatesPennsylvania
Oct 19, 2025
K. C.
Financial Advisor
Mobile Phone
Email
United StatesPennsylvania
Oct 21, 2025

Frequently Asked Questions

What is Summit View Wealth Management known for?

Summit View Wealth Management was founded in 2009 operates in the Financial Services industry; you can contact the main corporate office by phone at

+1-412-261-****

. Explore Summit View Wealth Management's company overview page for more information.

What is Summit View Wealth Management's most common email format?

Summit View Wealth Management employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more Summit View Wealth Management email formats with LeadIQ.

How many employees does Summit View Wealth Management have currently?

Summit View Wealth Management has approximately 4 employees as of December 2025. These team members are located across 1 continents, including North America.

Who are Summit View Wealth Management's key employees and leadership?

As of December 2025, Summit View Wealth Management's key employees include:

Lead Advisor: K. N. M.
Retirement Income Specialist And Purposeful Retirement Coach: B. T.
Administrative Specialist: J. Z.
Financial Advisor: K. C.

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