Jeneen Slack - Summit Financial Group, LLC

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

® designations. Registered representative and investment advisor representative of Securian Financial Services, Inc. Securities and investment advisory services offered through Securian Financial Services, Inc. Summit Financial Group, LLC is independently owned and operated.
2000 Crow Canyon Place, Suite 450, San Ramon, CA 94583

Modular Origami at it’s finest! I’m still in awe of this stunning gift created by an exceptionally talented client. Now ...
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!

We're hiring! Summit Financial Group, LLC seeks a dynamic Executive Assistant to join our largest practice and directly ...
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]

Summit Financial Group, LLC seeks a dynamic Executive Assistant to join our largest practice and directly support the Managing Partner/CEO.

From the inflation frying pan to the recession fire ... our winter newsletter offers insight into the recession debate, ...
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!

Our Summit Perspective Winter 2023 Edition is LIVE! Click to read our new feature article: "The Recession Debate" and much more.

Honoring our heroes today. Thank you for your sacrifice, your bravery, and the example you set for us all.
11/11/2022

Honoring our heroes today. Thank you for your sacrifice, your bravery, and the example you set for us all.

Summit Financial Group is thrilled to announce the arrival of Tiffany Taylor as our new Director of Development. She bri...
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!

Tiffany Taylor, a dynamic sales leader with over 20 years of experience leading business growth and development, has joined Summit Financial Group, LL

It really should be a National Holiday...
10/01/2022

It really should be a National Holiday...

My family and I recently returned from a 7-day Alaska cruise (it was dad's lifelong dream to go Salmon fishing in Alaska...
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 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.

Do you feel the urge to purge? Our annual paper shredding event is coming Saturday, May 7 from 1-4 PM in the Summit park...
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.

Wishing you and yours the best this holiday season.
12/21/2021

Wishing you and yours the best this holiday season.

Any excuse for a white chocolate macadamia cookie right out of the oven!
12/04/2021

Any excuse for a white chocolate macadamia cookie right out of the oven!

Address

2633 Camino Ramon, Suite 200
San Ramon, CA
94583

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