As one of the founding partners of Summit Financial Group, Steve has spent 30 years helping clients make their financial lives better. As a comprehensive planner, he gets to know the entirety of a client situation before making recommendations to align their resources with their goals. Steve is a born educator and enjoys the opportunity to teach financial concepts. He speaks throughout the communi
ty on a wide variety of financial topics, helping educate the public about better stewardship of their financial resources. Steve is always available to speak to groups, no matter the size, and is passionate about providing common sense solutions to some of life’s more complex financial issues. He was instrumental in forming the Summit Charity Golf Tournament which raises money for a different local charity each year. He also served locally in the Rotary Club of San Ramon, was on the Board of Directors for Leadership San Ramon Valley, and was named San Ramon’s Business Person of the year in 2011. Securities offered through Raymond James Financial Services, Inc., member FINRA/SIPC. Investment advisory services offered through Raymond James Financial Services Advisors, Inc. Raymond James financial advisors may only conduct business with residents of the states and/or jurisdictions for which they are properly registered. Therefore, a response to a request for information may be delayed. Please note that not all of the investments and services mentioned are available in every state. Investors outside of the United States are subject to securities and tax regulations within their applicable jurisdictions that are not addressed on this site. Contact your local Raymond James office for information and availability. Important Disclosure Information: http://raymondjames.com/smicd.htm
Summit Financial Group LLC is not a registered broker/dealer and is independent of Raymond James Financial Services.
