At Summit Financial, we offer over 30 years of combined experience in financial planning, wealth management, and fiduciary services. Our team is not only highly skilled but also brings big personalities and optimistic attitudes to the table. Trust us to guide you on your journey towards financial success.
Learn more about our dedicated professionals below.
Gerald M. Kleber, Jr. CRC, RFC
Along with my nearly 25 years of experience in wealth management and financial planning, I have worked to build a team of experienced professionals here at Summit Financial & Insurance Services.
My first career was providing various claims and investigative services to insurance companies, which I started, built and sold in the 1990s. After completing a B.S. in Business Management from Biola University and leading financial programs at church, I was able to pursue my dream job of becoming a financial advisor. Since then, I have earned credentials including Certified Retirement Counselor, Registered Financial Consultant, a Financial Industry Regulatory Authority (FINRA) Series 6, 7, 63 and 66 License Holder. He also has his California Insurance License. I am also honored to have been a multi-year recipient of the Five Star Wealth Manager Award.*
Over the years, I have gained experience and expertise in providing comprehensive financial and wealth management plans, individual and employer-sponsored retirement plans and both life and long-term care insurance solutions. I have been blessed to have been able to work with a lot of women over the years, including many widows, and am passionate about empowering women in the financial world.
During his free time Jerry enjoys spending time with his wife April, of over 33 years. Attending church, traveling, kayaking, cycling and exploring the PNW are highlights. We are blessed to live fairly close to our adult son, Michael, as well as our daughter Megan and her husband, Sam, and enjoy time, travel and activities with them as well.
CA Ins. Lic. #0C78213
The Five Star Wealth Manager award, administered by Crescendo Business Services, LLC (dba Five Star Professional), is based on objective criteria including credentialing and designations, compliance with Firm and regulatory standards, client retention rates, households served and assets managed. The award methodology does not evaluate the quality of services provided and the award is not indicative of the award winner’s future performance.
Raz Bracha, CFP®
Raz Bracha, partner, and CERTIFIED FINANCIAL PLANNER™ at Summit Financial joined the firm in April 2020... right in the midst of COVID-19. Shortly after, Raz delivered on his goal of obtaining his CFP® designation and now oversees the planning process at Summit. In 2023, Raz physically bought into the firm and became a partner along with Jerry with the goal of not only maintaining the relationships but also creating new ones with the younger generation of clients.
Raz was raised in Irvine, CA before receiving a scholarship to play baseball at the University of Massachusetts, Lowell. While playing baseball, Raz was able to complete both his bachelor's and master’s degrees at UMass Lowell in 4.5 years. Raz spent the first 3 years building his practice with former broker-dealer HTK’s Boston Agency, Concord Wealth Management, where he was named the Top 5 Emerging Advisor in the nation and was a recipient of Penn Mutuals’ President Scholarship award.
Now back in Orange County after 7 years in the Northeast, Raz enjoys basically anything that exemplifies the California sunshine. You can catch Raz walking with his golden retriever, Hurley, on the Beach City piers, surfing the waves of our local beach cities, golfing, beer and wine tasting, and of course, rooting on our backyard Los Angeles Angels of Anaheim.
Leah Pattison, CFP®
Financial Advisor / Investment Advisor Representative
Leah Pattison is a Financial Planner at Summit Financial. Born and raised in Southern California,she is no stranger to the sunshine and understands clients don’t want to spend time stressingabout their financial future. She has developed a career out of creating financial plans for ourclients that ensure clients enjoy more and worry less.
In 2016 Leah received her Bachelors of Science degree from West Coast University.Additionally, she was nominated into the Sigma Phi Alpha Honors society by her peers andprofessors. Leah began her working career in healthcare, but fate landed her in the FinancialServices sector. Upon entering the financial services industry in 2019, she immediately knewthis was the industry where her skill set would flourish. She is dedicated to serving in a fiduciarycapacity for individuals and company retirement plans. Whether she is meeting a client forcoffee in Costa Mesa, or calling to see how the new job is going, she is always happy toempower and support those we work with.
When not working, she can be found at CrossFit, enjoying a glass of wine, playing beachvolleyball, and cheering for the Los Angeles Kings hockey team. Leah and her husband have anItalian Mastiff named Mazikeen.
Director of Client Services
Sheena Hamraj is the newest addition to our team and is excited to be a part of the Summit Financial & Insurance Services family. Her ongoing priority is to develop strong and trusting relationships with our clients to ensure they enjoy a remarkable client experience.
She comes with 19 years of experience in the financial industry, most recently Merrill Lynch and US Bank. In this industry, she has previously held different roles in sales & marketing, operations, and compliance & management. With her extensive background, Sheena delivers exceptional and seamless client support.
Sheena was born in Edmonton, Alberta and has lived in Downey, California since 1991. In 2006 she graduated with a Bachelor's in Business Administration, International Business from California State University, Los Angeles.
Sheena is a huge advocate for finding a cure for multiple sclerosis and organizes yearly walks and fundraisers with family and friends. She enjoys baseball and hockey and is a loyal Dodgers and Oilers fan. In her free time, Sheena loves baking sweet treats, gardening, swimming, and exploring the great outdoors with her German Shepherd-Mastiff fur baby, Bear.
Beginning his career in the life insurance business in 1980, Scott began to acquire his securities licenses in 1983 to focus on more comprehensive financial planning. Since the 2000’s he has been working primarily with prosperous families to design a financial road map to allow his clients to plan for retirement, build or preserve wealth, create a family legacy, including charitable giving. As an Investment Advisor Representative (IAR), he offers advisory services utilizing a fee-based platform incorporating strategic and tactical styles. Under the fiduciary standard, he acts in the best interest of his clients and puts their interests first. Scott has three grown children, who are currently working with non-profit organizations and serving in the military. He, and his wife, Peggy, are actively involved in their local church and community. In addition to helping people with their financial needs, he enjoys being outside in beautiful Southern California weather, spending time with his family and two grandchildren, drives with his fellow sports car club members, and an occasional round of golf.
Bachelor of Science, Finance & Investments – California State University, Long Beach Member, Society of Financial Service Professionals Series 7, 24, and 63 Securities Registrations Chartered Life Underwriter and Financial Consultant – The American College of Financial Services, Pennsylvania Investment Advisor Representative through SagePoint Financial/Ameriflex Group
Client Relationship Manager
Having begun her career with EF Hutton, Pamela has over 30 years of experience in the securities and wealth management industry. She manages the client experience by providing support to all facets of the investment process, handling the day-to-day inquiries from clients, and acts as a liaison between custodians and investment managers. Her passion is cultivating long-term client relations with superior customer service.
Pamela and her husband Al have been married 32 years and have 2 children. They are both very active in their local horse community and church. Pamela also has a passion for philanthropic work. She is an Honorary Life Member of The National Charity League, Inc. and is a current board member of her local chapter. Along with providing deep bonds with family and community, this organization enables her and her daughter to support and serve alongside local philanthropies, including her favorite - fostering retired Greyhounds.
Pamela has acquired over the years several securities registrations, is an Accredited Investment Fiduciary (AIF®), and is a California-licensed Insurance Professional, License 0A09294