PEAK360 Wealth Management

Summit Financial Group, located in San Ramon, CA, is dedicated to enriching the lives of its clients, offering comprehensive wealth management and financial planning services tailored to individual needs. Their experienced team provides strategies for investment management, risk assessment, and estate planning, ensuring that clients receive personalized guidance at every stage of their financial journey. With a strong focus on collaboration, Summit Financial Group serves a diverse clientele, including business owners, corporate executives, families, and foundations. Their commitment to understanding client aspirations and building effective strategies is complemented by a suite of resources aimed at helping individuals achieve financial independence and legacy planning. Generated from the website

Being operational since 1971, David White & Associates provides financial planning advice throughout the Greater Bay Area. It offers planning for individuals, small businesses and Fortune 500 companies. The company provides an array of services, such as retirement planning design and administration, comprehensive financial planning, banking services, money markets, life insurance, education planning and many more. David White & Associates works with various California associations, including the State Bar of California with over 5,000 attorneys as clients.

Kim Financial Advisors is a financial advisory firm based in San Ramon, California, specializing in personalized financial planning and investment management services. The firm aims to assist clients in achieving their financial goals through tailored strategies and expert guidance. With a commitment to client satisfaction, Kim Financial Advisors focuses on building long-term relationships and understanding the unique financial needs of each individual. Their approach is designed to empower clients to make informed decisions for a secure financial future. Generated from the website