Summit Wealth & Retirement Planning Inc
Legal Name: SUMMIT WEALTH & RETIREMENT PLANNING, INC.
Full Contact Details
Summit Wealth & Retirement Planning Inc
55 OAK CT, SUITE 210, DANVILLE, CA
925-927-1900
925-927-1907
Other Info
Summit Wealth & Retirement Planning Inc is a California Corporation that provides advisory services to 91 clients. The firm has 10 employees, with 6 in advisory roles. It has been approved by the U.S. Securities and Exchange Commission since registering on January 5, 2017.
Danville Financial Advisors: Retirement, Estate, Tax & Wealth Management | Summit Wealth & Retirement
Summit Wealth & Retirement's CFPs® have helped Danville and the surrounding communities make better financial decisions for over 30 years. We help folks thorugh life's financial transitions: retirement, career changes, marriage, divorce, growing families, loss of a loved one and more.
Direct Owners
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DONALD RYAN MCCLOSKEY
CHIEF OPERATING OFFICER & CHIEF COMPLIANCE OFFICER owns less than 5%
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HAROLD KING PORTER
PRINCIPAL/CFO owns more than 25% but less than 50%
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ROBERT ANTHONY CUCCHIARO
PRESIDENT owns more than 50% but less than 75%