Summit Financial Advisors Reviews (History / Overview)
Summit Financial Advisors is located in the San Francisco Bay Area, and is an independent Registered Investment Advisor (RIA) that’s been in business since 1998.
The firm has been assisting individuals, businesses, families and trusts with objective, unbiased financial planning and wealth management services.
As an RIA, clients of the firm enjoy that extra degree of peace of mind knowing their assets are being closely monitored by a firm whose activities are regulated by the U.S Securities & Exchange Commission (SEC).
The company uses a confidential process to understand clients’ goals and objectives, and then articulates those goals, along with a comprehensive integrated set of actions, in the form of a financial strategy.
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This financial strategy, developed by Certified Financial Planners (CFPs) from the company’s team, covers a broad number of areas, including the client’s existing financial position, insurance coverage (risk management), investments, stock options, education funding, income taxes, employee benefits, retirement planning and estate planning.
The firm acts as a fiduciary to its clients, which means they are not beholden to using, proposing or recommending any specific product or service to the client, unless such products/services exclusively serve the client’s best interest.
This lack of any 3rd-party influence guarantees that clients receive independent, objective, conflict-of-interest-free advice that is in line with the client’s goals and values, at all times.
The firm strongly believes in enhancing and preserving clients’ wealth, and leverages the latest technology to consolidate multiple client accounts, giving clients and advisors a holistic view of the assets and their performance.
Summit Financial Advisors Review – Team Members
- Rafael O. Velez, Co-Founder, Managing Director, Investment Adviser
- Mark B. Pietrofesa, Co-Founder, Investment Adviser
- Cristina Petersen Albright, Director, Client Services
- Kathryn L. Buteyn, Client Services Associate
- Melissa Bradley, Client Services Associate
Summit Financial Advisors Reviews – Services
- Financial Planning
- Asset Management
Summit Financial Advisors’ Address Information
- 109 Baldwin Avenue, San Mateo, California 94401
To Contact Summit Financial Advisors
- Phone: Direct: 800-518-6686
- San Francisco Bay Area: 650.357.9410 or 650.357.8812
- Or you may use Summit Financial Advisors’ Contact Us form
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