We are proud to announce four Summit Staff Financial Advisors passed the CERTIFIED FINANCIAL PLANNER™ examination this year. From left to right, Natalie Bacon, Scott Schwartz, Nicole Dray, and Austen Harrison passed the exam. We are proud of all their hard work and dedication to pursuing the CFP® certification.
Summit Financial Strategies, Inc. Named to 2016 Financial Times 300 Top Registered Investment Advisers
Summit Financial Strategies, Inc. is pleased to announce it has been named to the Financial Times 300 Top Registered Investment Advisers. The list recognizes top independent RIA firms from across the U.S. This is the third annual FT 300 list, produced independently by the Financial Times Ltd. in collaboration with Ignites Research, a subsidiary of the … Continued
Recently, 5 of Summit’s advisors attended the annual Spring conference held by the National Association of Personal Financial Advisors (NAPFA). The conference was held in Phoenix, Arizona, and contained many educational sessions which helps Summit advisors stay on the cutting-edge of financial planning strategies. Samantha Macchia, President of Summit, participated in a panel discussion around employee … Continued