Helping Professionals Thrive in the Bay Area

Our mission is helping families thrive through the unique set of opportunities and challenges posed by life in the Bay Area.

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Working at Summitry

Summitry is all about growth and we’re looking for people that are fun to work with, get things done, and have a strong drive to serve our clients and help families thrive in the Bay Area. Is this you? Come join us!

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We care for each other, our clients, and our community

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We have an intrinsic desire to grow ourselves and firm

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We are fiercely driven to achieve our goals and those of our clients

Our Core Values

Our three core values are what makes Summitry tick. They guide and influence how we make decisions and run our business, and most importantly provide the foundation for how we work cohesively and deepen relationships with our clients. We’re not here to settle for the status quo, and neither are you.

The Right Talent

While having an impressive resume is a plus, Summitry strives to find not only top talent, but the RIGHT talent. We’re proud of the culture we’ve built and we seek individuals who best fit with our team, both on a professional and personal level. These are some of the key attributes that exists in everyone here and what we are looking for in you!

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    Caring & Empathetic

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    Commitment to growth

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    Personally reliable

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  • Cynthia Duncan
    I am not afraid to admit mistakes or ask for help. There is a collaborative culture/environment here.

    Cynthia Duncan,

    Senior Financial Advisor

  • Eric Jungling, CFP®
    Everyone is willing to help each other and collaborate on solutions for clients. I like the area I sit in because all members of the PCG team pitch in when someone has questions or gets stuck.

    Eric Jungling, CFP®,

    Senior Financial Advisor

  • Mattthew Gordon, CFA
    The culture at Summitry is very supportive. There is no unnecessary pressure to act fast. I have the freedom to be thoughtful and make good decisions for our clients.

    Mattthew Gordon, CFA,

    Senior Equity Analyst & Portfolio Manager

  • Claire Shifren, CFP®
    The staff at Summitry are all highly responsive and knowledgeable and give focused and positive support. The people attracted to working here tend to value growth both personally and professionally and are not afraid of persisting on the path to their goals. We give people tools to help grow themselves professionally and to take on more responsibility in terms of mentorship or funding to pursue additional education or certifications.

    Claire Shifren, CFP®,

    Senior Financial Advisor

  • Anthony Piquit
    Summitry does an excellent job at recognizing their employees and giving them credit where credit is due. Whether you provide great client service, help a team member, or celebrate your birthday, it puts a big smile on your face when you are recognized during the weekly firm meetings.

    Anthony Piquit,

    Client Service Specialist

  • Diana Le
    Summitry allows for our employees to feel empowered and supported. I enjoy having the opportunity to work with advisors with such extensive networks and knowledge bases. We work together to offer our clients the best and most up-to-date services and advice.

    Diana Le,

    Financial Planning Associate

  • Roxanne Cardenas, IACCP®
    Considering the challenges we’ve all faced recently I absolutely love the transparency we have at Summitry. Our partners are excited about our opportunities and upfront about the challenges we face. They’re level of honesty gives me faith that, even when times are tough, they’ll continue to lead with integrity

    Roxanne Cardenas, IACCP®,

    Compliance Manager


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  • Health, Dental, Vision

  • Disabilty, & Life Insurrance

  • HSA & FSA

  • Parental leave

  • Onsite fitness center

  • 401(k) program with employer contributions

  • Military benefits

  • Infertility coverage



  • Vacation and Sick Days

  • Flexible Work From Home (50%)

  • Funeral/Bereavement Leave of Absence

  • Paid holidays (including your birthday)

  • Stocked kitchen

  • Financial Planning services for employees



  • Company happy hours and events

  • Company Retreat with your family

  • Team-building outings and events

  • Volunteer events, time-off, and matching

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Growth & Development

  • Certifications, designations, and education sponsorship

  • Paid 6 week Sabbatical (after 10 years of employment). Each successive 5 years, goes up to 8 weeks.

  • Educational Benefit Program


Summitry Wellness, or S’Wellness, is our dedication and commitment in providing a healthy work environment for you, while promoting creative ideas to improve your health and well-being. Our S’Wellness Team curates a well-rounded program of fitness and wellness events/initiatives every year to ensure you are feeling your best. We encourage everyone at Summitry to stay active together, so that we can all reach our (fitness) goals and achieve new (wellness) heights.


Our success depends on bringing together a diverse group of talented people who is looking to make a difference. If this resonates with you, we’d love to talk!

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