Announcements
Summit Financial Advisors Opens Northbay Office
May 1, 2018 - Summit Financial has opened a new office in the Gossage Building in Petaluma, California. For 20 years, the firm has principally served individual clients on the Peninsula, San Francisco and San Jose. This additional location will allow their advisory and service teams to meet the needs of their growing client base in the Northbay...
Two Informational Reports Published - Indexing: An Alternative Approach and Robo-Advisors: Emerging Trends for Individual Investors
San Mateo, California - October 3, 1 2016 -- Summit Financial Advisors, a San Francisco Bay Area based financial planning and investment management firm, empowers individual investors to create thoughtful investment strategies and comprehensive financial plans by presenting two free reports. The topics include timely information about seeking to improve passive investing strategies through fundamental indexing and utilizing automated investment tools to create more efficient...
A New Offering - The SF Portfolio Strategies
San Mateo, California - May 2, 1 2016 -- Summit Financial Advisors, a San Francisco Bay Area based financial planning and investment management firm, has introduced its technology-driven asset management program, the “SF Portfolio Strategies.” The program provides for a sophisticated, automated and technology-based experience in an effort to minimize costs and optimize portfolio performance...
Mark Pietrofesa celebrates 20th Anniversary as a CFP®
San Mateo, California - July, 1 2014 -- Mark Pietrofesa, founding member of Summit Financial Advisors, celebrates his 20th Anniversary as a CFP® license holder. The Certified Financial Planner (CFP® ) designation is a professional certification mark for financial planners conferred by the Certified Financial Planner Board of Standards. Although many professionals may call themselves “financial planners,” CFP® professionals have completed extensive training and experience requirements and are held to...
A Milestone - The First 5 Years of Giving
San Mateo, California - December 24, 2013 -- Summit Financial Advisors, LLC celebrates five years of donations to charities in the San Francisco Bay Area. In lieu of a holiday gift to clients, the firm makes donations on behalf of those clients to a variety of local organizations...
Rafael Velez earns the Accredited Investment Fiduciary designation (AIF®)
San Mateo, California – October 17, 2006 –- Rafael Velez has been awarded the Accredited Investment Fiduciary designation by The Center for Fiduciary Studies. The Accredited Investment Fiduciary program is designed to provide investment stewards, investment advisors, and investment managers with the knowledge needed to enhance their understanding of and enable them to implement a prudent investment process...