Golden Summit Wealth & Insurance Solutions

Golden Summit Wealth & Insurance Solutions Helping families secure their future and protect the ones they love. Your Summit is our Mission.

We're thrilled to welcome Alex Wlassowsky to Golden Summit Wealth as our new Managing Director!With a strong background ...
09/04/2026

We're thrilled to welcome Alex Wlassowsky to Golden Summit Wealth as our new Managing Director!

With a strong background in leadership and team development, Alex will play a key role in supporting our advisors and helping drive our firm's continued growth. We look forward to the impact she will have on our organization.

Welcome to Golden Summit Wealth, Alex! 🎉

What better way to celebrate being named one of the Best Places to Work than by gathering with the people who made it po...
09/03/2026

What better way to celebrate being named one of the Best Places to Work than by gathering with the people who made it possible?

We recently came together to celebrate this incredible achievement. This award belongs to every member of our team. Thank you for your dedication, collaboration, and commitment to excellence every day.

Here's to our people, our culture, and our continued success together! 🌟

Golden Summit Wealth is excited to welcome, Taylor Maderos-Collins! Her knowledge, dedication, and client-first approach...
09/02/2026

Golden Summit Wealth is excited to welcome, Taylor Maderos-Collins! Her knowledge, dedication, and client-first approach make her a fantastic addition to our team.

Please join us in welcoming, Taylor! 🎉

09/01/2026

Finishing strong starts with coming together. Our Rise to the Summit Kick-off was an opportunity to celebrate our accomplishments, align on our priorities, and build momentum for an impactful close to the year.

We are grateful to all of our speakers for sharing their insights, guidance, and perspectives. A special thank you to our keynote speaker, Matt Whitbread, for providing valuable knowledge and practical takeaways that will empower us to better serve our clients on their financial journey.

Here's to carrying this momentum forward and finishing the year stronger than ever! 🌟

We're proud to recognize Rick Quan on reaching 25 years with our firm! Over the past two and a half decades, their passi...
09/01/2026

We're proud to recognize Rick Quan on reaching 25 years with our firm! Over the past two and a half decades, their passion for serving clients, commitment to excellence, and leadership have made a meaningful difference in countless lives. Here's to 25 amazing years!

Congratulations, Rick! 👏

09/01/2026

By joining Golden Summit Wealth, registered representatives like you gain access to a comprehensive suite of alternative investment solutions designed to help you meet your clients’ needs.

Ready to further your practice and help your clients pursue their goals? Connect with us today atGoldenSummitWealth.com.

08/31/2026

U.S. equities edged higher last week on strong AI-driven tech earnings, though gains were limited by hawkish Fed commentary. Persistent inflation kept investors focused on the outlook for interest rates, leading to mixed Treasury performance. Meanwhile, lower oil prices helped ease some inflation concerns. Check out this week’s market perspective to learn more.

Congratulations to Alexa Pabalate for earning Employee of the Month for August! In just her first year with Golden Summi...
08/31/2026

Congratulations to Alexa Pabalate for earning Employee of the Month for August! In just her first year with Golden Summit Wealth, Alexa has already made an incredible impact through her hard work, dedication, and willingness to go the extra mile. From supporting our agents and clients in the Pleasanton office to assisting our team from behind the scenes, she is always ready to lend a helping hand.

We're lucky to have you on the Golden Summit Wealth team! 👏


Congratulations to Scott Kreymborg for reaching 20 years with our company! For two decades, your dedication to serving c...
08/28/2026

Congratulations to Scott Kreymborg for reaching 20 years with our company! For two decades, your dedication to serving clients, commitment to excellence, and passion for helping others on their financial journey have made a lasting impact.

Here's to celebrating this remarkable milestone and many more achievements ahead! 👏

Congratulations to our August Advisors of the month! 👏Through trusted guidance, personalized service, and unwavering com...
08/27/2026

Congratulations to our August Advisors of the month! 👏

Through trusted guidance, personalized service, and unwavering commitment, these advisors have made a meaningful difference for the clients they serve. We’re proud to celebrate your hard work!

Address

6701 Koll Center Parkway Suite 140
Pleasanton, CA
94566

Opening Hours

Monday 8am - 5pm
Tuesday 8am - 5pm
Wednesday 8am - 5pm
Thursday 8am - 5pm
Friday 8am - 5pm

Telephone

+19259792300

Website

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