September 1, 2016

Liam Hurley Completes CFA Program

  Congratulations to our own Liam Hurley, Partner, Chief Investment Officer, and Senior Financial Advisor! Liam successfully completed the CFA Program Level III Exam. He is now a CHARTERED FINANCIAL ANALYST® charterholder. Read more about Liam here: Liam’s Bio.

August 18, 2016

Four Summit Associates Pass the CFP® Examination

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
7965 N. High St. #350, Columbus, OH 43235
t: (614) 885-1115  f: (614) 885-1495