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      • Summitry clients are already successful in their own right. We help them have a clear understanding of their financial situations and the options that they have, we empower clients to make intentional financial decisions, take the educated risks that allow them to live the lives they dream of.”

        Mandy Pham, CFP®, CFA, Financial Advisor

      • There is no better teacher than direct experience. I have personally lived through many financial chapters that helps me advise clients. There is a confidence and temperament around the process that has been built over time and an appreciation for the uniqueness of each individual’s journey.”

        Cynthia Duncan, Senior Financial Advisor

      • Living my best Bay Area life means working hard and playing hard. Being able to spend time with family and friends exploring everything the Bay Area has to offer.”

        Colin Higgins, Chief Executive Officer

      • The Bay Area tends to attract people who are open-minded and people who are looking for challenges. Living in the Bay Area comes with its unique set of difficulties and people who live here need to adapt to its challenges.”

        Brearin Land, CFP®, Principal

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Schedule a talk with one of our advisors to learn more about Summitry and how we can help you get a foothold on your financial life.

(650) 212-2240

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919 E Hillsdale Blvd, Suite 150, Foster City, CA 94404

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Big Questions Around A Career Transition

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Financial Modeling & Legacy Planning

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  • Tiffany Lessler, FPQP®

    Tiffany Lessler, FPQP®

    Director of Talent

  • Colin Higgins

    Colin Higgins

    Chief Executive Officer

  • Kurt Hoefer, CFA®

    Kurt Hoefer, CFA®

    Chief Strategy Officer

  • Jennifer Rouse

    Jennifer Rouse

    Director of Operations & Chief Compliance Officer

  • Joe Martin, FBS®

    Joe Martin, FBS®

    Chief Client Experience Officer

  • Alex Katz

    Alex Katz

    Chief Growth Officer

  • Cynthia Duncan

    Cynthia Duncan

    Senior Financial Advisor

  • Claire Shifren, CFP®

    Claire Shifren, CFP®

    Senior Financial Advisor

  • Eric Jungling, CFP®

    Eric Jungling, CFP®

    Senior Financial Advisor

  • Mandy Pham, CFP®, CFA®, EA

    Mandy Pham, CFP®, CFA®, EA

    Senior Financial Advisor

  • Jason Yu, CFA®

    Jason Yu, CFA®

    Equity Analyst

  • Michael Kon, CFA®

    Michael Kon, CFA®

    Director of Research & Portfolio Manager

  • Matthew Gordon, CFA®

    Matthew Gordon, CFA®

    Senior Equity Analyst & Portfolio Manager

  • Jack Zhao, CFA®

    Jack Zhao, CFA®

    Senior Equity Analyst

  • Ann Luong

    Ann Luong

    Marketing Manager

  • Demia Edwards, FPQP®

    Demia Edwards, FPQP®

    Lead Client Service Specialist

  • Sneha Vaidya, FPQP®

    Sneha Vaidya, FPQP®

    Client Service Specialist

  • Ayse Pehlivan

    Ayse Pehlivan

    Senior Portfolio Administrator and Fixed Income Trader

  • Roxanne Cardenas, IACCP®

    Roxanne Cardenas, IACCP®

    Compliance Manager

  • Anthony Piquit

    Anthony Piquit

    Business Operations Specialist & Portfolio Administrator

  • David Langhals, CFP®

    David Langhals, CFP®

    Financial Advisor

  • Alex Leitzes

    Alex Leitzes

    Principal

  • Gina McGhee, FPQP®

    Gina McGhee, FPQP®

    Financial Advisor Assistant

  • Emily Hazelroth, CFP®

    Emily Hazelroth, CFP®

    Senior Financial Advisor & Advisor Manager

  • Chintan Pabari

    Chintan Pabari

    Associate Financial Advisor

  • Cindy Cutler

    Cindy Cutler

    Finance and Systems Administrator

  • Archana Turaga

    Archana Turaga

    Associate Financial Advisor

  • Tom Guinane

    Tom Guinane

    Principal

  • Brandy Savage

    Brandy Savage

    Principal

  • Carissa Yen, FPQP®

    Carissa Yen, FPQP®

    Associate Financial Advisor

  • Abegail Cordero

    Abegail Cordero

    Client Service Specialist

  • Daniel Spector-Franson, CFP®

    Daniel Spector-Franson, CFP®

    Financial Advisor

  • Michelle Wong

    Michelle Wong

    Workplace Experience Coordinator

  • Tyler Patterson, CFP®

    Tyler Patterson, CFP®

    Financial Advisor

  • Alejandra Torres

    Alejandra Torres

    Trader & Data Specialist

Blog › Webinars

Summitry Quarterly Investor Update – September 14, 2023
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Blog › Wealth Management

FA Magazine America’s Top RIAs 2023
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Summitry
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Blog › Investing

Mixed Returns: A Closer Look at US Equity Markets in Q2
Kurt Hoefer, CFA
Kurt Hoefer, CFA
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What we do
  • Our Process
  • Our Services
  • Who We Help
  • Personalized Financial Planning
  • Retirement Planning
  • Estate and Trust Planning
  • California Tax Strategies
  • Asset Management
  • Customized Investment Strategies
Who we are
  • Our Vision
  • Our Services
  • Careers
  • Contact Us
Insights & Resources
  • Blog
  • Foster City Office
919 E Hillsdale Blvd, Suite 150, Foster City, CA 94404
(650) 212-2240

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