Jennifer Luzzatto, Cfa, Cfp®, Aif®, Ceft®, Mba

Jennifer Luzzatto, Cfa, Cfp®, Aif®, Ceft®, Mba Email and Phone Number

President, Summit Financial Partners, Inc. @ Summit Financial Partners, Inc.
Jennifer Luzzatto, Cfa, Cfp®, Aif®, Ceft®, Mba's Location
Richmond, Virginia, United States, United States
About Jennifer Luzzatto, Cfa, Cfp®, Aif®, Ceft®, Mba

Established in Richmond, Virginia, in 1999, Summit Financial Partners, Inc. is a Registered Investment Advisory firm specializing in asset and wealth management, servicing individual clients, families and corporations on a fee-only basis. We are among a select group of investment firms in the nation that has the privilege to invest with Dimensional Fund Advisors. Our services are tailor made to each client’s specific circumstances and are never a one size fits all approach.Specialties:Certified Financial Planner Professional ™Chartered Financial Analyst®Accredited Investment Fiduciary®

Jennifer Luzzatto, Cfa, Cfp®, Aif®, Ceft®, Mba's Current Company Details
Summit Financial Partners, Inc.

Summit Financial Partners, Inc.

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President, Summit Financial Partners, Inc.
Jennifer Luzzatto, Cfa, Cfp®, Aif®, Ceft®, Mba Work Experience Details
  • Summit Financial Partners, Inc.
    President
    Summit Financial Partners, Inc. Jan 1999 - Present
    Richmond, Virginia, United States
    Summit Financial Planning offers financial planning to both individuals and corporations. We are a Fee-Only financial planning firm with a unique specialty in our approach to asset and wealth management. Because we are a Fee-Only firm, we do not receive commissions of any kind. We are compensated strictly by the client, and our fees are based on a percentage of assets under management or on a flat project basis.
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  • Central Fidelity Bank/Wachovia Bank
    Portfolio Manager
    Central Fidelity Bank/Wachovia Bank Mar 1991 - Aug 1998

Jennifer Luzzatto, Cfa, Cfp®, Aif®, Ceft®, Mba Education Details

Frequently Asked Questions about Jennifer Luzzatto, Cfa, Cfp®, Aif®, Ceft®, Mba

What company does Jennifer Luzzatto, Cfa, Cfp®, Aif®, Ceft®, Mba work for?

Jennifer Luzzatto, Cfa, Cfp®, Aif®, Ceft®, Mba works for Summit Financial Partners, Inc.

What is Jennifer Luzzatto, Cfa, Cfp®, Aif®, Ceft®, Mba's role at the current company?

Jennifer Luzzatto, Cfa, Cfp®, Aif®, Ceft®, Mba's current role is President, Summit Financial Partners, Inc..

What schools did Jennifer Luzzatto, Cfa, Cfp®, Aif®, Ceft®, Mba attend?

Jennifer Luzzatto, Cfa, Cfp®, Aif®, Ceft®, Mba attended University Of Richmond - Robins School Of Business, University Of Richmond.

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