Coco Hassan

Summit Financial Advisors LLC, located in San Mateo, CA, is an SEC-Registered investment adviser and independent wealth management firm with over 25 years of experience. The firm specializes in navigating the complexities associated with significant and concentrated wealth, providing independent advice and tailored strategies for retirement planning, tax minimization, and charitable giving. The company's mission emphasizes the importance of life beyond financial matters, ensuring clients receive exceptional service and privacy while adhering to strong ethical standards. With a commitment to helping clients achieve their envisioned lifestyle, Summit Financial Advisors partners with individuals to organize their financial lives with a focus on values and integrity. Generated from the website