Her greatest satisfaction comes from transforming the seemingly complex world of finance into a straightforward financial road map resulting in her clients’ well-being and financial stability. Vanessa helps individuals and families in the areas of retirement funding, investment management, risk management, and estate planning. She also believes in a financial planning process where in-depth analy
sis precedes any recommendations. As part of her services, Vanessa believes it is critical to monitor the client to stay abreast of their ever-changing lives in order to help them make wise financial decisions. Vanessa holds a bachelor’s degree in Business Economics from the University of California, Santa Barbara. Vanessa, her husband Steven, and their three boys, Brody, Drew, and Vincent reside in Danville, CA. Securities offered through Raymond James Financial Services, Inc., member FINRA/SIPC. Investment advisory services offered through Raymond James Financial Services Advisors, Inc. Raymond James financial advisors may only conduct business with residents of the states and/or jurisdictions for which they are properly registered. Therefore, a response to a request for information may be delayed. Please note that not all of the investments and services mentioned are available in every state. Investors outside of the United States are subject to securities and tax regulations within their applicable jurisdictions that are not addressed on this site. Contact your local Raymond James office for information and availability. 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.
