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Summit Financial Advisors

Summit Financial Advisors

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Creating a Financial Plan for

Financial Freedom

We strive to serve our clients during the financial planning process through deep and meaningful relationships that last for generations.

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Pursuing Success by

Working Together

We strive to serve our clients during the financial planning process through deep and meaningful relationships that last for generations.

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Sound Future

through Expert Advice

We offer expert advice that works for you now and in the future – because financial freedom should leave room for you to live.

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UTILIZING AUTOMATED INVESTMENT TOOLS

Is the growing role of robo-advisors the future of investment management?

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INDEXING: AN ALTERNATIVE APPROACH

Should you be content with average market returns? Learn what may improve results...

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DO YOU TRULY KNOW YOUR PERSONAL RISK TOLERANCE?

The powerful tool calculates your Risk Number® in less than 2 minutes.

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​What is your Risk Number?
Capture your risk tolerance and see if your portfolio fits you.
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Rafael O. Velez, AIF®

Managing Director

 

Rafael is the Managing Director, Chief Compliance Officer, Co-Founder and an Investment...

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Mark B. Pietrofesa, CFP®

Certified Financial Planner

 

Mark is the Co-Founder and an Investment Advisor Representative.  He holds a B.S. from The...

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Cristina Petersen Albright

Cristina is the Director of Client Services and a Registered Representative of LPL Financial Services, Inc.  She holds a B.S. from Menlo...

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Kathryn L. Buteyn

Client Services Associate

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Latest Blog Posts

Tax Planning Basics

Submitted by Summit Financial Advisors on June 4th, 2018

For years it was assumed that tax planning was reserved for the wealthy. While wealthy individuals will see the most benefit from tax planning, with big changes looming for the 2018 tax year, even middle-income earners can reap the benefits of tax planning.  

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Real Cost of Retirement Living

Submitted by Summit Financial Advisors on June 4th, 2018

Your long-term goals and medical condition will dramatically impact the true cost of retirement. In the past, it was common for people to enter retirement facilities such as nursing homes when they were too old to care for themselves or their home.

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Graham and Doddsville

Submitted by Summit Financial Advisors on May 31st, 2018

Take 225 million monkeys, 225 million bananas and 225 million coins—add some basic rules — and you end up with one of the most noted investing theories of all time. It works like this: Each day, the monkeys flip the coins once, calling heads or tails. If the monkeys call it correctly, they win a banana from those who called wrong. The losers drop out, and the next day, all of the previous day’s banana winnings are put on the line.

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Looking to learn more?

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Contact Us

Summit Financial Advisors, LLC

  •   109 Baldwin Avenue, San Mateo, CA 94401
  •  Direct: 650-357-9410
  •  
  •   19 Fourth Street, Petaluma, CA 94952
  •  Direct: 707-206-6000
  •    

Form ADV Part 2A   Form ADV Part 3 CRS

Summit Financial Advisors, LLC is an SEC Registered Investment Adviser. The financial advisors at Summit Financial Advisors, LLC are also registered representatives with, and securities offered through LPL Financial, Member FINRA and SIPC. Investment Advice offered through Summit Financial Advisors, LLC, a Registered Investment Advisor and separate entity from LPL Financial.

The LPL Financial Registered Representatives associated with this site may only discuss and/or transact securities business with residents of the following states: AZ, CA, CO, FL, MD, MN, NC, NH, NJ, NV, NY, TX, VI,  and WA.

Content in this material is for general information only and not intended to provide specific advice or recommendations for any individual. All performance referenced is historical and is no guarantee of future results. All indices are unmanaged and may not be invested into directly.

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