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Nathan Bennett- Summit Financial Group LLC.

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San Ramon, CA
Nathan Bennett- Summit Financial Group LLC.

Financial representative helping businesses and individuals with financial objectives.

As a founding partner of Summit Financial Group, LLC, Nathan has a passion for solving the puzzle presented by each client. There is great satisfaction in providing solutions to help clients realize their financial goals. Nathan was integral in creating the Summit process that is central to our client relationships. He firmly believes that a comprehensive approach, integrating all aspects of one’s

financial life, is critical to creating a roadmap to financial independence. Nathan’s clients are private business owners, successful professionals, and their families. He works with them in the areas of Retirement Strategies, Asset Management, and Estate Planning. In addition, Nathan has a specialized practice working with business owners on Exit Planning. This specialized approach to helping owners design their exit is vital to accomplishing their financial goals. Nathan is often asked to write articles and speak on the various aspects of Exit Planning, and finds it some of his most enjoyable work. CERTIFIED FINANCIAL PLANNER™ certification, Chartered Financial Consultant, Chartered Life Underwriter, and Certified Fund Specialist designations. Nathan is involved in Vistage International, the Financial Planning Association, National Association of Insurance and Financial Advisors, and multiple Exit Planning Associations. He holds CA Life License
Securities offered through Raymond James Financial Services, Inc., member FINRA/SIPC. Investment advisory services offered through Raymond James Financial Services Advisors, Inc. Important Disclosure Information: http://raymondjames.com/smicd.htm

Summit Financial Group, LLC is not a registered broker/dealer and is independent of Raymond James Financial Services.

04/10/2023

The future of work with the 5 Great Rs

The Great Reset is a convergence of trends some decades in the making that culminate in a changed relationship between individuals and organizations.

04/09/2023

14 amazing hotel in the U.S with Lazy Rivers

Just in time for summer, these hotels with lazy rivers will please both kids and adults alike.

04/08/2023

Feeling the urge to purge? Mark your calendars. Our annual complimentary paper shredding event is coming! Summit advisors and staff will greet you in the Summit parking lot as you arrive to shred your stacks. 2000 Crow Canyon Place, San Ramon, CA 94583

07/19/2022

Summit is hosting a Virtual Townhall this Thursday, July 21! Join us to hear the latest commentary from a financial industry leader. George Russell, past Summit Symposium speaker and Institutional Portfolio Manager for Franklin Equity Group, will provide valuable insight on the current economic climate. Scan the QR code or visit summitadvisors.com/university/ to learn more and register.

09/10/2021

Summit Financial Group is searching for an experienced New Business Coordinator to join our growing San Ramon, CA team. In this position you will work with advisors, clients and our services team. You will play a key role in processing investment and insurance applications, processing transfers, and performing other account set-up procedures. Interested? Click on the link below to learn more.

Summit Financial Group, LLC is searching for an experienced New Business Coordinator to join our growing San Ramon, CA team.

09/08/2021

We need another great advisor to add to our Summit team. If you know someone that wants to build a wealth management practice with the resources of a firm to support them, we’d love for you to share this opportunity. We offer a competitive compensation structure, financing to assist in practice transition, and the opportunity to build an equity value in their practice over the long run. Click on the link below to learn more.

Summit Financial Group – a wealth management firm – seeks a talented and motivated individual to join our team as a Financial Advisor.

09/03/2021

We are currently seeking a talented individual to join our Advisor Resource Center as a Financial Planner. In this role, you will support our team of 15+ Financial Advisors through the creation of comprehensive financial plans from start to finish. This role is an excellent way to learn how to be a financial advisor and build your technical skills. Several of our advisors have begun their careers in this position.

Interested? Please send your resume to: [email protected].

Summit Financial Group – a wealth management firm in San Ramon, CA – seeks a talented individual to join our team as a Financial Planner.

04/26/2021

Do you feel the urge to purge? Our annual paper shredding event is coming Saturday, May 1 from 1-4 PM in the Summit parking lot! Take a load off. Bring your paper to us to shred during this complimentary community service. Summit advisors and staff will be on hand to greet you. Stop by with your stacks, enjoy some conversation and a snack, and leave feeling a little lighter than when you arrived. Please RSVP to [email protected] by April 30th.

02/27/2021

Our upcoming Symposium speaker, author and happiness expert Shawn Achor, explains why comparison praise hurts instead of helps. Don't miss the opportunity to hear Shawn speak this Saturday. Sign up here: https://bit.ly/2MzUOVJ

Why You Might Be Thinking About Success All Wrong Mind Body Green, Shawn Achor February 13, 2018 In Big Potential: How Transforming the Pursuit of Success Raises Our Achievement, Happiness, and Well-Being, positive psychology expert Shawn Achor reveals his top strategies for achieving success in you...

02/24/2021

We're so excited to bring you best-selling author and leading expert on happiness, success, and potential, Shawn Achor at our upcoming virtual Symposium Series Finale. Click the link below for a sneak peek of his presentation. Registration is open. Visit our website to sign up today: https://summitadvisors.com/shawn-achor/

This is "Shawn Achor Summit teaser" by Amy Blankson on Vimeo, the home for high quality videos and the people who love them.

02/20/2021

Great article from Shawn Achor, our upcoming Symposium Series Keynote speaker. Shawn is the leading expert on happiness and success. Learn what you can do in your own life to reap the advantage of happiness. This article touches on it, and his presentation will give us more insight! Use this link to register: https://bit.ly/2MzUOVJ

New York Times bestselling author of Before Happiness and The Happiness Advantage, Shawn Achor says happiness raises nearly every business and educational outcome.

02/05/2021

We invite you to attend the grand finale of our Summit Symposium LIVE Virtual Series featuring bestselling author and leading expert on the link between happiness and success, Shawn Achor. Tune in to learn how rewiring your brain for happiness can help you achieve more in your relationships and your career. Click the link below to register!

Join us for our virtual Summit Symposium Series! We invite you to attend our grand finale featuring Shawn Achor.

Address

2000 Crow Canyon Place
San Ramon, CA
94583

Opening Hours

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

Website

http://www.summitadvisors.com/

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