Jeneen Slack - Summit Financial Group, LLC
Wealth management advisor integrating core values, life vision, and financial goals. Member FINRA/SIPC.
I believe that each stage of our lives is filled with opportunities that put financial matters among life's top priorities. As a Financial Advisor, I specialize in areas of personal finance, including data analysis and issues of divorce, retirement strategies, investments, tax strategies, insurance, and estate matters. I hold the CERTIFIED FINANCIAL PLANNER™ and Certified Divorce Financial Analyst
05/03/2023
Modular Origami at it’s finest! I’m still in awe of this stunning gift created by an exceptionally talented client. Now to find the perfect place to display it at the office!
02/03/2023
We're hiring! Summit Financial Group, LLC seeks a dynamic Executive Assistant to join our largest practice and directly support the Managing Partner/CEO. Your focus will be on helping the CEO run his life, the practice and the firm as efficiently as possible.
Interested? Please send your resume to: [email protected]
We’re Hiring – Executive Assistant to the CEO Summit Financial Group, LLC seeks a dynamic Executive Assistant to join our largest practice and directly support the Managing Partner/CEO.
01/31/2023
From the inflation frying pan to the recession fire ... our winter newsletter offers insight into the recession debate, announces big changes to our Summit Financial Foundation, showcases our Symposium lineup and so much more! Click the link to read it!
Summit Perspective Winter 2023 Edition - Summit Financial Group Our Summit Perspective Winter 2023 Edition is LIVE! Click to read our new feature article: "The Recession Debate" and much more.
11/11/2022
Honoring our heroes today. Thank you for your sacrifice, your bravery, and the example you set for us all.
10/03/2022
Summit Financial Group is thrilled to announce the arrival of Tiffany Taylor as our new Director of Development. She brings a wealth of experience to our firm and will be pivotal in helping us grow and expand our advisor team. Help us welcome Tiffany!
Summit Financial Group, LLC Hires Financial Services Industry Veteran as the New Director of Development Tiffany Taylor, a dynamic sales leader with over 20 years of experience leading business growth and development, has joined Summit Financial Group, LL
10/01/2022
It really should be a National Holiday...
09/14/2022
My family and I recently returned from a 7-day Alaska cruise (it was dad's lifelong dream to go Salmon fishing in Alaska!). While I don't see my cruise line on this list we still had a blast making unforgettable memories together. I hope this helps inspire you to book your next trip!
The 5 Best Mega-ship Ocean Cruise Lines The best cruise lines for mega-ships, according to Travel + Leisure readers, embrace the ethos of bigger means better with over-the-top entertainment and amenities.
07/09/2022
Summit is hosting a Virtual Townhall via Zoom! 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.
04/21/2022
Do you feel the urge to purge? Our annual paper shredding event is coming Saturday, May 7 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 May 6th.
12/21/2021
Wishing you and yours the best this holiday season.
12/04/2021
Any excuse for a white chocolate macadamia cookie right out of the oven!
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2633 Camino Ramon, Suite 200
San Ramon, CA
94583
05/26/2022