Our Team
Gerald M. Kleber, Jr. CRC, RFC
Founding Partner
714.581.8682
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®
Partner
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
714.581.8682
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 stressing
about their financial future. She has developed a career out of creating financial plans for our
clients 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 and
professors. Leah began her working career in healthcare, but fate landed her in the Financial
Services sector. Upon entering the financial services industry in 2019, she immediately knew
this was the industry where her skill set would flourish. She is dedicated to serving in a fiduciary
capacity for individuals and company retirement plans. Whether she is meeting a client for
coffee in Costa Mesa, or calling to see how the new job is going, she is always happy to
empower and support those we work with.
When not working, she can be found at CrossFit, enjoying a glass of wine, playing beach
volleyball, and cheering for the Los Angeles Kings hockey team. Leah and her husband have an
Italian Mastiff named Mazikeen.
Qualifications:
- Certified Plan Fiduciary Advisor (CPFA) Designation
- California-licensed insurance professional
- Financial Industry Regulatory Authority (FINRA) Series 6,7, 63 and 66 license holder
- Long Term Care Professional
- Investment Advisor Representative
Sheena Hamraj
Director of Client Services
714-581-8682
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.
