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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

SUCCESS STORIES

Financial Modeling & Legacy Planning

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SUCCESS STORIES

Income & Managed Overlay Strategies

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SUCCESS STORIES

Big Questions Around A Career Transition

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SUCCESS STORIES

Inherited Property Dilemma

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SUCCESS STORIES

Test Driving Real Estate Options

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SUCCESS STORIES

Eleventh Hour Interception Significantly Reduces Tax Bill

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SUCCESS STORIES

RSUs Can Make for a Shocking Tax Bill without Proper Planning

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SUCCESS STORIES

Tax benefits for the Charitably Inclined

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SUCCESS STORIES

Investing with Your Values

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  • Tiffany Lessler, FPQP™

    Tiffany Lessler, FPQP™

    Talent Manager

  • 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

    Joe Martin

    Chief Client Experience Officer

  • Alex Katz

    Alex Katz

    Chief Growth Officer

  • Aaron Szager, CFP®

    Aaron Szager, CFP®

    Advisor Group Manager

  • Cynthia Duncan

    Cynthia Duncan

    Senior Financial Advisor

  • Sherry Williams, CFP®

    Sherry Williams, CFP®

    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

  • Adam Govani, CFP<sup>®</sup>

    Adam Govani, CFP®

    Financial Advisor

  • Jason Yu

    Jason Yu

    Research Associate

  • Charles Angle, CFP<sup>®</sup>

    Charles Angle, CFP®

    Financial Planning Associate

  • 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

    Equity Analyst

  • Brearin Land, CFP<sup>®</sup>

    Brearin Land, CFP®

    Principal

  • Ann Luong

    Ann Luong

    Marketing Manager

  • Diane Johnson

    Diane Johnson

    Senior Client Service Specialist

  • Demia Edwards

    Demia Edwards

    Client Service Specialist

  • Sneha Vaidya

    Sneha Vaidya

    Client Service Specialist

  • Ayse Pehlivan

    Ayse Pehlivan

    Senior Portfolio Administrator and Fixed Income Trader

  • Roxanne Cardenas

    Roxanne Cardenas

    Compliance Manager

  • Alejandra Torres

    Alejandra Torres

    Business Operations Specialist

  • Anthony Piquit

    Anthony Piquit

    Client Service Specialist

  • David Langhals, CFP®

    David Langhals, CFP®

    Financial Planning Associate

  • Diana Le

    Diana Le

    Financial Planning Associate

  • William Lorne

    William Lorne

    Business Operations Specialist

  • Alex Leitzes

    Alex Leitzes

    Principal

  • Lisa Morabe

    Lisa Morabe

    Office Administrator

  • Winnie Butt, CFA, CFP®

    Winnie Butt, CFA, CFP®

    Senior Financial Advisor

  • Gina McGhee

    Gina McGhee

    Financial Advisor Assistant

  • Emily Hazelroth, CFP®

    Emily Hazelroth, CFP®

    Financial Advisor

Blog › Wealth Management

Tax Planning Strategies & the Benefits of Working with a Financial Advisor
Aaron Szager, CFP®
Aaron Szager, CFP®
read more

Blog › Investing

The Week in Review: New Worries or Just Noise?
Michael Kon, CFA
Michael Kon, CFA
read more

Blog › Quarterly Commentaries

A Market Dichotomy: Risk On in the Face of Rising Risks
Kurt Hoefer, CFA
Kurt Hoefer, CFA
read more
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What we do
  • Our Process
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  • Who We Help
  • Personalized Financial Planning
  • Retirement Planning
  • Estate and Trust Planning
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Who we are
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919 E Hillsdale Blvd, Suite 150, Foster City, CA 94404
(650) 212-2240

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