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© All Rights Reserved. ApplyBlast.com
Summit Financial Strategies is a fee-only, fiduciary financial advisory firm located in Columbus, OH, specializing in comprehensive financial planning, investment management, and retirement strategies for individuals and families. Operating for over 30 years, the firm is committed to acting solely in clients' best interests, helping them map their present to their future financial goals.
A Junior Paraplanner and Financial Advisor at Summit Summit Financial Strategies, Inc. assists paraplanners and staff financial advisors in preparing client deliverables using portfolio management software and CRM systems.
At Summit Financial, how we do business is built on TWO key foundations—We’re a fiduciary and a fee-only firm that only has your interests in mind.
Headquarters
San Francisco, CA
Company Size
201-500 employees
Founded
2018
Industry
Technology
Glassdoor Rating
4.2 / 5
Sarah Johnson
Chief Executive Officer
Michael Chen
Chief Technology Officer
Emily Williams
VP of Engineering
David Rodriguez
VP of Product
Jessica Thompson
Chief Financial Officer
Andrew Park
VP of Sales
View leadership team, funding history,
and employee contacts for Summit Financial Strategies is a fee-only, fiduciary financial advisory firm located in Columbus, OH, specializing in comprehensive financial planning, investment management, and retirement strategies for individuals and families. Operating for over 30 years, the firm is committed to acting solely in clients' best interests, helping them map their present to their future financial goals..
48% below the average for this role