Rafael Velez Email & Phone Number

30+ years of providing customized financial advice to successful individuals and businesses. Founding partner of Summit Financial Advisors, LLC. Since 1998, Summit Financial Advisors, LLC has been an SEC Registered Investment Adviser providing wealth management services to clients in the San Francisco Bay Area and around the world. The independent firm, operating in a fiduciary capacity, combines a total wealth management approach to wealth management strategies including asset management.A proven track record navigating the many complexities accompanying significant or concentrated wealth. Raf holds the AIF® professional designation by the Center for Fiduciary Studies in 2002. The Center for Fiduciary Studies is the first full-time training and research facility for fiduciaries. The Center, associated with the Center for Executive Education, Joseph M. Katz Graduate School of Business, University of Pittsburgh. He is a 2023 candidate for the Certified Private Wealth Advisor (CPWA®) designation through the Investments & Wealth Institute and Yale School of Management. Specialties: Managing Stock Options, Low Cost and Tax Efficient Asset Management, Retirement Income, Charitable Strategies for Estate Planning and Qualified Retirement Plans for Business Owners

Listed skills include Investments, Retirement Planning, Financial Services, Public Speaking, and 12 others.