Summit Wealth & Retirement Partners | Danville, CA

Our Certified Financial Planners (CFPs)

Summit Wealth & Retirement Partners financial resources at your fingertips

Our Certified Financial Planners (CFPs)

Summit Wealth & Retirement Partners provides financial planning services to our clients. With two Certified Financial Planners (CFPs), a Chartered Financial Analyst (CFA), and an MBA on board, we have more than 60 years combined advanced experience in the financial planning industry. With ongoing education and a desire to make you feel more secure in your future, we can help guide you to achieve your financial goals.

What Can a Certified Financial Planner Do for You

Financial planning isn’t a sell-it-and-forget-it kind of service. Financial goals change as life goes on, making it necessary to adjust your investments, spending and saving habits along the way. It’s a certified financial planner’s job to help you determine the best adjustments to make as your circumstances change to ensure that you meet your financial goals.
CFPs work with you on an array of financial goals. If you’re just starting out, a certified financial planner can help you manage your student loans, save for a large down payment (on a house, car, or boat, for example), or merge finances with a significant other. As you begin settling down in life, a CFP can assist in the financial planning for your growing family as well as help you plan and make decisions for college financing, retirement, life insurance, business issues, and much more.
Midlife presents a more complex financial ballgame and a certified financial planner can help. From figuring out tax strategies for higher income levels and estate planning to care for aging loved ones and long-term care options, your CFP has the knowledge to guide you in the right direction.
At retirement age, you can count on your certified financial planner to help you with things like managing your retirement and assisting your children in managing their inheritance.

What Does it Take to Become a Certified Financial Planner?

To obtain the designation of a certified financial planner, a person must successfully complete the Certified Financial Planner Board of Standards, Inc’s. required initial and continuing certification program. Areas of study include financial planning, taxes, estate planning, insurance, and retirement.
Becoming and maintaining CFP credentials is hard work, as yearly ongoing education programs are required to retain certification. The amount of experience and education the Summit Wealth CFPs possess ensures you get the best possible service to help you reach your financial destinations.

Financial Planning You Can Rely On

Regardless of the stage of life you are in, the team at Summit Wealth & Retirement Partners can help you achieve your financial goals. Ours is an ongoing service that grows and changes as you do, always adapting to accommodate any life circumstance that comes your way.
For more information on how our certified financial planners can help you, contact us at (925)927-1900 today. We look forward to helping you achieve the bright and successful future you want and deserve.