Summit Newshttp://www.summit-advisors.com/news/en-US2012-02-09T11:26:44ZSquarespace Site Server v5.11.81 (http://www.squarespace.com/)Summit advisory team attends the annual Charles Schwab IMPACT conferencehttp://www.summit-advisors.com/news/2007/10/29/summit-advisory-team-attends-the-annual-charles-schwab-impac.htmlRafael Velez2007-10-29T16:10:08Zth anniversary of Schwab Institutional, every advisor of the firm attended the four-day event held at the Mandalay Bay Hotel in Las Vegas. The annual event is the largest of its kind in the industry and attracted over 3,800 registered investment advisors from across the country. The educational content covers virtually every area of importance for the industry such as investment management, compliance, technology and practice management. It offers continuing education for both certified financial planners and certified public accountants.]]>Summit Financial Advisors, LLC moves its main officehttp://www.summit-advisors.com/news/2007/7/1/summit-financial-advisors-llc-moves-its-main-office.htmlRafael Velez2007-07-01T15:54:38ZLPL acquires Mutual Service Corporationhttp://www.summit-advisors.com/news/2007/3/1/lpl-acquires-mutual-service-corporation.htmlRafael Velez2007-03-01T16:50:37ZSummit Financial Advisors announces a partnership with Fidelity Institutional Wealth Serviceshttp://www.summit-advisors.com/news/2007/2/4/summit-financial-advisors-announces-a-partnership-with-fidel.htmlRafael Velez2007-02-04T18:27:20Z Boston, Massachusetts –February 4, 2007 – Summit Financial Advisors, a San Mateo based wealth management firm for individuals, has formed a strategic relationship with Fidelity Institutional Wealth Services to provide custodial services to its asset management clients.

“Our firm’s annual best execution analysis drove us to establish this relationship”, said William Fisher, a senior Investment Adviser. “In addition to the speed and quality of Fidelity’s execution, we were attracted to their full range of products, services and online capabilities as a wonderful choice for many of our clients.”

]]>William Fisher joins Summit Financial Advisors as an Investment Adviserhttp://www.summit-advisors.com/news/2007/2/2/william-fisher-joins-summit-financial-advisors-as-an-investm.htmlRafael Velez2007-02-02T16:15:57ZTeam NewsRafael Velez earns the Accredited Investment Fiduciary designation (AIF®)http://www.summit-advisors.com/news/2006/10/17/rafael-velez-earns-the-accredited-investment-fiduciary-desig.htmlRafael Velez2006-10-17T15:16:07ZTeam NewsSummit Financial Advisors announces a Partnership with the Golub Grouphttp://www.summit-advisors.com/news/2006/9/1/summit-financial-advisors-announces-a-partnership-with-the-g.htmlRafael Velez2006-09-01T15:42:50ZMark Pietrofesa admitted to the Paladin Registryhttp://www.summit-advisors.com/news/2006/7/15/mark-pietrofesa-admitted-to-the-paladin-registry.htmlRafael Velez2006-07-15T16:04:47Z

San Mateo, California - July 15, 2006 -- Paladin announced that Mark Pietrofesa has been awarded a five star rating and been admitted to the Paladin Registry.

The Registry is an online service that documents and validates the credentials of high quality financial professionals who rank in the top 10% of their profession. Investors use this free service to find, evaluate, and select advisors who have the knowledge and ethics to help them achieve their financial goals.

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