Principal
CurrentSummitry is a wealth management firm offering personalized financial planning and investment strategies, rooted in local insight. We help grow and protect your wealth so you can pursue your best Bay Area life.
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Tom Guinane is listed as Principal at Summitry, a with 37 employees, based in San Francisco, California, United States. AeroLeads shows a matched LinkedIn profile for Tom Guinane.
Tom Guinane previously worked as Investment Counselor Group Manager at Fisher Investments and Investment Counselor at Fisher Investments. Tom Guinane holds Bachelor Of Arts (B.A.), Political Science And Government from Ucla.
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Tom Guinane is a Principal at Summitry.
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Foster City, California, United States
Summitry is a wealth management firm offering personalized financial planning and investment strategies, rooted in local insight. We help grow and protect your wealth so you can pursue your best Bay Area life.
San Mateo, California, United States
Managed high-net-worth advisory team, dedicated to providing unparalleled service and helping families achieve their long-term investment and planning objectives.
Advised high net worth clients on portfolio strategy, asset allocation, and tactical strategy. Guided clients through optimizing their financial plan, including tax and estate planning.
Other employees you can reach at summitry.com. View company contacts for 37 employees →
Alexander Leitzes
Colleague at SummitrySan Francisco Bay Area, United States
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Misty Martinez, M.A.T.
Colleague at SummitrySan Jose, California, United States
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Jennifer Rouse
Colleague at SummitrySan Mateo, California, United States
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Alex Katz
Colleague at SummitryLos Altos, California, United States
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Lisa Ozaki, Cfp®
Colleague at SummitrySan Jose, California, United States
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Aaron Szager
Colleague at SummitryRedwood City, California, United States
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Michelle Wong
Colleague at SummitrySan Francisco Bay Area, United States
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Joe Martin, Financial Behavior Specialist®(Fbs®)
Colleague at SummitrySan Mateo, California, United States
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Michel'Le C.
Colleague at SummitrySan Francisco Bay Area, United States
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Michael Kon, Cfa
Colleague at SummitryBurlingame, California, United States
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Tom Guinane works for Summitry.
Tom Guinane is listed as Principal at Summitry.
Tom Guinane is based in San Francisco, California, United States while working with Summitry.
Tom Guinane has worked for Summitry, Fisher Investments, and Associated Students Ucla.
Tom Guinane's colleagues at Summitry include Alexander Leitzes, Misty Martinez, M.A.T., Jennifer Rouse, Alex Katz, and Lisa Ozaki, Cfp®.
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Tom Guinane holds Bachelor Of Arts (B.A.), Political Science And Government from Ucla.
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