Kim Damiani- Summit Financial Group LLC

Wealth can open doors, but values help guide the path forward. Learn how a clearly defined and shared vision for your family's wealth can help preserve your legacy and prepare future generations to make thoughtful financial decisions.

Foster financial literacy and family values raymondjames.com

A health savings account offers unique tax advantages that can make it a powerful addition to your retirement strategy. Discover how thoughtful planning can help you maximize its long-term potential:

How an HSA can be a powerful investment and retirement tool raymondjames.com

Marriage brings exciting new possibilities, and likely shared financial responsibilities. Consider these nine tips to work toward a strong financial future together:

Infographic: Money and marriage raymondjames.com

Peace of mind comes from knowing your affairs are in order. An heir preparation packet helps loved ones navigate key responsibilities with clarity and confidence during a difficult time. Learn what belongs in yours:

Ensure peace of mind with an heir preparation packet raymondjames.com

The rules have changed for high earners making catch-up contributions to employer-sponsored retirement saving plans such as a 401(k). Understand what it means for your savings goals:

Rule change affects high earners making catch-up contributions raymondjames.com

While global supply disruptions push gas prices higher, American consumers are far less reliant on gasoline than in the past. Learn more about gas price volatility's impact on US consumers:

What drives gas price volatility and how it impacts US households raymondjames.com

It's was a privilege to participate as a panelist at the Women's Business Symposium! Thank you to the Livermore Chamber of Commerce, TVNPA, and Visit Tri-Valley for coordinating this impactful event. Still in awe I was on stage with these successful leaders! A big shout out to my friends, Summit Financial Group, LLC family, & Three Valleys Community Foundation team who showed up to support me. I'm blessed to have you all in my life!

Today we celebrate the life and vision of Dr. Martin Luther King Jr., let us strive to uphold his dream of equality and justice for all.

This recognition wouldn’t be possible without our clients. Thank you for your continued trust and the opportunity to help guide your financial decisions with care and purpose!

We're honored to be named to the 2026 Forbes Best‑In‑State Wealth Management Teams list. This recognition reflects our commitment to doing it right and pursuing our mission of Enriching Lives—of our clients, our people, and our community.

Thank you for being part of the Summit journey. We look forward to what lies ahead!



*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. More: https://bit.ly/4rXUfUA. Please see https://bit.ly/40mwRVe for more info.

For young millionaires, one of the savviest moves is assembling a team of trusted individuals to help you see risks as clearly as rewards. Read more:

Navigating pressure as a young millionaire raymondjames.com