Summit News

Summit Selected as One of The Most Dependable™ Wealth Managers of Northern California

Rafael Velez — Thu, 31 Jul 2008 22:55:52 +0000

San Mateo, California - July 28, 2007 -- Summit Financial Advisors, LLC has been selected by Goldline Research as one of The Most Dependable™ Wealth Managers of Northern California for 2008. The list of the Most Dependable™ Wealth Managers of Northern California is scheduled to be published in the August 11th issue of Forbes Magazine.

Summit advisory team attends the annual Charles Schwab IMPACT conference

Rafael Velez — Mon, 29 Oct 2007 16:10:08 +0000

Las Vegas, Nevada - October 29, 2007 -- Marking the 20^th 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 reaches $500 million in assets under management

Rafael Velez — Fri, 17 Aug 2007 15:57:14 +0000

San Mateo, California - August 17, 2007 -- Total assets under management of Summit Financial Advisors, LLC now exceeds $500 million. The firm finds itself among a handful of financial planning firms in the San Francisco Bay Area with more than one half billion dollars of assets under management.

William Fisher, Mark Pietrofesa and Rafael Velez each named to "America's Top 100 Independent Advisors"

Rafael Velez — Tue, 07 Aug 2007 15:59:25 +0000

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.

Summit Financial Advisors, LLC moves its main office

Rafael Velez — Sun, 01 Jul 2007 15:54:38 +0000

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.

LPL acquires Mutual Service Corporation

Rafael Velez — Thu, 01 Mar 2007 16:50:37 +0000

Boston, Massachusetts - March 1, 2007 -- LPL Financial Services, the nations leading independent brokerage firm, announced a definitive agreement to purchase Mutual Service Corporation. LPL’s success has been built through an unwavering commitment to our financial advisors and a relentless focus on providing them with an outstanding platform of investment products and services, which enables them to render, independent investment counsel to their more than 2.5 million client accounts.

Summit Financial Advisors announces a partnership with Fidelity Institutional Wealth Services

Rafael Velez — Sun, 04 Feb 2007 18:27:20 +0000

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 Adviser

Rafael Velez — Fri, 02 Feb 2007 16:15:57 +0000

San Mateo, California – February2, 2007 – Summit Financial Advisors, LLC is proud to announce the addition of William Fisher as an Investment Adviser to its advisory team. Summit clients will benefit tremendously from his 18 years of experience providing investment advice and securities analysis.

Rafael Velez earns the Accredited Investment Fiduciary designation (AIF®)

Rafael Velez — Tue, 17 Oct 2006 15:16:07 +0000

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.

Summit Financial Advisors announces a Partnership with the Golub Group

Rafael Velez — Fri, 01 Sep 2006 15:42:50 +0000

San Mateo , California (PR) September 1, 2006 -- Summit Financial Advisors, a San Mateo based wealth management firm for individuals, has formed a strategic relationship with the Golub Group, an investment management firm for high net-worth individuals and institutional clients.