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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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Tax Benefits for the Charitably Inclined

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Inherited Property Dilemma

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Investing with Your Values

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RSUs Can Make for a Shocking Tax Bill without Proper Planning

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Test Driving Real Estate Options

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Big Questions Around A Career Transition

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Income & Managed Overlay Strategies

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Financial Modeling & Legacy Planning Featured Image

SUCCESS STORIES

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

    Joe Martin

    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

  • Adam Govani, CFP<sup>®</sup>

    Adam Govani, CFP®

    Senior Financial Advisor

  • Jason Yu, CFA

    Jason Yu, CFA

    Equity Analyst

  • Charles Angle, CFP<sup>®</sup>

    Charles Angle, CFP®

    Financial Advisor

  • 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

  • Diana Le

    Diana Le

    Financial Planning Associate

  • William Lorne

    William Lorne

    Business Operations Specialist

  • Alex Leitzes

    Alex Leitzes

    Principal

  • Gina McGhee

    Gina McGhee

    Financial Advisor Assistant

  • Emily Hazelroth, CFP®

    Emily Hazelroth, CFP®

    Financial Advisor

  • Chintan Pabari

    Chintan Pabari

    Financial Planning Associate

  • Cindy Cutler

    Cindy Cutler

    Finance and Systems Administrator

  • Benjamin Feiner, FPQP®

    Benjamin Feiner, FPQP®

    Client Service Specialist

  • Archana Turaga

    Archana Turaga

    Financial Planning Associate

  • Tom Guinane

    Tom Guinane

    Principal

  • Brandy Savage

    Brandy Savage

    Principal

  • Carissa Yen, FPQP®

    Carissa Yen, FPQP®

    Financial Planning Associate

  • Alisha Sinha

    Alisha Sinha

    Business Development Associate

  • Abegail Cordero

    Abegail Cordero

    Client Service Specialist

  • Daniel Spector-Franson, CFP®

    Daniel Spector-Franson, CFP®

    Associate Financial Advisor

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Blog › Quarterly Commentaries

Q4 2022 Quarterly Commentary – January 1, 2023
Kurt Hoefer, CFA
Kurt Hoefer, CFA
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Blog › Wealth Management

SECURE Act 2.0
Adam Govani, CFP®
Adam Govani, CFP®
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What we do
  • Our Process
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  • Who We Help
  • Personalized Financial Planning
  • Retirement Planning
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  • California Tax Strategies
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Who we are
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  • Careers
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Insights & Resources
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919 E Hillsdale Blvd, Suite 150, Foster City, CA 94404
(650) 212-2240

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