William Fisher, Mark Pietrofesa and Rafael Velez each named to "America's Top 100 Independent Advisors"
San Mateo, California - August 7, 2007 -- Three advisors at Summit Financial Advisors, LLC were recognized as some of the top independent financial advisors in the country. In this debut list by the securities industry publication Registered Rep, they ranked the biggest advisors in the independent broker-dealer community.
”There were six advisors in the San Francisco Bay Area on the list,” said William Fisher, the top-ranked advisor in Northern California. “What does it say about the quality of our staff that three of those advisors, half the list, are at Summit Financial Advisors?”
“Although this list included three financial advisors at our firm, it clearly recognizes the efforts of our entire team, “said Rafael Velez, Managing Director at Summit Financial Advisors, LLC. “The growth of our assets not only reflects solid investment performance but the tremendous trust our clients have placed in us…98% of our clients stay with us year-after-year and over 90% of our new clients are introduced to the firm by an existing client.”
About Summit Financial Advisors:
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. With offices in San Mateo, California and Portland, Oregon, Summit Financial Advisors manages over $400 million in assets.
Contact:
Rafael Velez
Summit Financial Advisors, LLC
650-357-9410
Rafael Velez
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