Kim Damiani- Summit Financial Group LLC

Kim Damiani- Summit Financial Group LLC Financial advisor helping businesses and individuals with financial strategies. 2026 Forbes Best-in-State Wealth Management Teams More: https://bit.ly/4rXUfUA.

2026 Forbes America's Best-In-State Wealth Management Teams, developed by Shook Research, is based on the period from 3/31/2024 to 3/31/2025 and was released on 1/7/2026. Approximately 12,787 team nominations were received and 6,149 advisor teams won. Neither Raymond James nor any of its advisors pay a fee in exchange for this award. Please see https://bit.ly/40mwRVe for more info.

As technology companies invest heavily in AI data centers, the impact on cash flow is coming into focus. Learn more abou...
08/21/2026

As technology companies invest heavily in AI data centers, the impact on cash flow is coming into focus. Learn more about negative free cash flow and why it doesn't necessarily signal an end to the AI investment cycle:

raymondjames.com

I'm honored to be recognized on the 2026 Forbes | SHOOK Best In State Next Gen Wealth Advisors ranking. This recognition...
08/18/2026

I'm honored to be recognized on the 2026 Forbes | SHOOK Best In State Next Gen Wealth Advisors ranking. This recognition reflects the trust my clients place in me every day and the incredible support of my team. I am deeply grateful for the relationships, collaboration, and shared success that make this work so meaningful.

We are excited to announce that Kim Damiani, CFP®, CEPA® has been recognized on the 2026 Forbes | SHOOK Best-In-State Next Gen Wealth Advisors ranking! Congratulations on this outstanding accomplishment and your continued commitment to helping clients achieve their financial goals.

08/12/2026

Many families assume they won't qualify for financial aid and skip the FAFSA altogether. However, completing the application may open the door to grants, scholarships and other opportunities that could help reduce education costs.

With the process now simpler than in years past, it may be worth taking the time to explore what's available.
https://www.raymondjamesconnect.com/KKT_u

Sector rotation helped the markets hold steady in July, with performance in sectors like health care, financials and ene...
08/06/2026

Sector rotation helped the markets hold steady in July, with performance in sectors like health care, financials and energy making up for a slowing tech sector. Get the details in the July market recap:

raymondjames.com

07/31/2026

forbes.com

Running a business on your own comes with unique retirement planning considerations. Discover how an owner-only 401(k) p...
07/14/2026

Running a business on your own comes with unique retirement planning considerations. Discover how an owner-only 401(k) plan can help you make the most of your retirement savings opportunities:

raymondjames.com

Explore four ways to teach your children valuable skills that set them up for professional – and personal – success:
07/09/2026

Explore four ways to teach your children valuable skills that set them up for professional – and personal – success:

raymondjames.com

Today's market backdrop reflects a tension between expectations and reality, with a resilient economy despite higher oil...
07/06/2026

Today's market backdrop reflects a tension between expectations and reality, with a resilient economy despite higher oil prices and geopolitical noise. Raymond James Chief Investment Officer Larry Adam shares the key drivers shaping the economic outlook:

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Financial education at an early age can help lay the groundwork for lifelong financial confidence. Learn strategies for ...
06/24/2026

Financial education at an early age can help lay the groundwork for lifelong financial confidence. Learn strategies for introducing age-appropriate money lessons that can make a lasting impact:

raymondjames.com

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2633 Camino Ramon, Suite 200
San Ramon, CA
94583

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