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.
The clients are contacted directly to ask them to select which charity to receive their contribution. Since the inception of the program, the firm has these supported these five worthy organizations:
Hanna Boys Center - Located in Sonoma County, since 1945 the “haven of hope” has been a home away from home for underprivileged, troubled and seriously at-risk boys.
Operation Homefront - Provides financial, food assistance and help to the families of our service members and wounded warriors.
Self-Help for the Elderly - Founded in 1966, the organization today provides meals and social services to 35,000 low income and isolated elderly in San Francisco, San Mateo, Santa Clara and Alameda Counties.
St. Anthony Foundation - For over six decades and 40 million meals served in San Francisco, the organization’s mission is to feed, heal, shelter, clothe and lift the spirits of those in need.
San Francisco SPCA - Since 1868, the organization has a vision to end animal abandonment.
“During the economic downturn in 2008, the financial needs of these organizations were overwhelming,“ said Rafael Velez, Managing Director. “We wanted to support these local causes in the difficult and important work that they do...and the reaction from our clients has been incredible.”
“When we look to our clients to provide us direction about which organization they want to direct their allocated contribution, their decisions often include heartfelt, personal stories,” added Mark Pietrofesa, one of the founders of the firm. “On behalf of our clients, this year our cumulative contributions have exceeded $25,000. We are hopeful we can increase the amounts year after year.”
Summit Financial Advisors, LLC is a SEC Registered Investment Adviser providing private account and wealth management services to clients in Northern California and across the country. Founded in 1998, the firm combines a total wealth management approach to financial planning strategies with a disciplined asset management program. Customized financial planning strategies and investment portfolios are constructed to each client’s unique situation.