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Summit Financial Consultants Employee Directory

Financial ServicesCalifornia, United States2-10 Employees

Summit Financial Consultants is a boutique wealth management firm based in Westlake Village, California. It operates as an independent, fee-based advisory practice serving clients across the United States, with a focus on helping them attain a Work-Optional lifestyle—where they can pause or stop work without sacrificing their current standard of living. The firm stresses discussing personal aspirations and family goals before proposing a tailored financial path, using a process intended to simplify complex strategies and bolster decision confidence.

Within the financial services sector, it provides advisory services directly and securities through Triad Advisors, LLC, with a note that Triad and Summit are not affiliated entities. In 2022, SageView Advisory Group completed the acquisition of Summit Financial Consultants and transitioned its business to SageView.

Find Summit Financial Consultants employees' phone numbers or email addresses

Summit Financial Consultants Global Highlights

Location
Employees

North America
6

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  • United States Of America
    6

Summit Financial Consultants's Leadership

  • Stylized image of a person
    L. J.
    Client Services Manager And Operations Manager And Compliance And Executive Assistant
    Phone icon
    Mobile Phone

Summit Financial Consultants Employee Metrics

100%
50%
0%
2026
2025
  • Banking
  • Accounting
  • Administrative
  • Analytics
  • Arts & Design
  • Other

Contact profiles from Summit Financial Consultants

Name
Title
Contact Info
Location
Last Update
  • Stylized image of a person
    L. J.
    Client Services Manager And Operations Manager And Compliance And Executive Assistant
    Phone icon
    Mobile Phone
    Oct 17, 2024

Frequently Asked Questions

What is Summit Financial Consultants known for?

Minus sign iconPlus sign iconSummit Financial Consultants was founded in 1985 operates in the Financial Services industry; you can contact the main corporate office by phone at
+1-805-418-****
. Explore Summit Financial Consultants's company overview page for more information.

What is Summit Financial Consultants's most common email format?

Minus sign iconPlus sign iconSummit Financial Consultants employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more Summit Financial Consultants email formats with LeadIQ.

How many employees does Summit Financial Consultants have currently?

Minus sign iconPlus sign iconSummit Financial Consultants has approximately 5 employees as of July 2026. These team members are located across 1 continents, including North America.

Who are Summit Financial Consultants's key employees and leadership?

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As of July 2026, Summit Financial Consultants's key employees include:

  • Client Services Manager And Operations Manager And Compliance And Executive Assistant: L. J.

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