Summit Financial & Insurance Services
Financial ServicesView the employees at
Summit Financial & Insurance Services-
Raz Bracha, MBA CERTIFIED FINANCIAL PLANNER™
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Brea, California, United States
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Top 10%
Leah Pattison CFP® Financial Planner-
Brea
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Rising Star
Leah Pattison CFP® Financial Planner-
Brea
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Rising Star
Kevin Fitzgerald Director of Client Services at Summit Financial & Insurance Services-
Orange
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Rising Star
Overview
Summit Financial & Insurance Services serves an array of clients nationwide utilizing a relationship-first based approach. We specialize in two main phases: the accumulation of assets during working years and the drawdown stage during a potentially lengthy retirement. Our fees are based on total assets as we believe in a no out-of-pocket cost process that adheres to all types of individuals, families, and business owners. Please see my website at summitfis.com for disclosures.
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