San Mateo, California - July 1, 2007 -- Summit Financial moved its offices to a new location in the Borel Financial Center to accommodate the growth of additional advisory and service staff. Working closely with the Borel Estate Company, a unique space was designed in January 2007 and delivered in June 2007.
“The size of our staff has grown along with the number of clients we serve and assets we manage”, said Rafael Velez, Managing Director of Summit Financial Advisors. “Our new space will allow us to meet with more clients throughout the day and to add more professionals to our advisory and service teams as necessary.”
The space was designed by Roger Hagman of Hagman Associates in Redwood City, California. The architect created a space that met the heavy demands of security, technology and work flow around the client experience. In addition to the build out of the physical infrastructure, designers implemented a robust technology platform including secure networks for local and offsite records retention, an enhanced phone and data network, upgraded client service applications and satellite access.
“We have invested a tremendous amount of resources to create a space that our clients will enjoy visiting,” said Cristina Petersen, Manager of Client Services. “We also wanted an environment that allowed our advisors and client service teams to serve our clients efficiently. I think we have succeeded in both areas.”
The contact information including phone and fax numbers, email addresses and company website remains the same. The new physical address is:
Borel Financial Center
160 Bovet Road, Suite 405
San Mateo , California 94402
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.