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Events

We Appreciate our Client's and Enjoy the Experience's Outside of our Office

10 Year-Anniversary

10 Year-Anniversary

In 2013, the idea for "Summit Financial" struck Jerry, and while we hoped it would be linked to a memorable ski trip or a scenic Lake Tahoe hike, the inspiration actually came during a drive past our local Summit House Restaurant in Fullerton, CA.

A decade later, we joyfully marked our anniversary with a celebration at a nearby brewery, extending an open invitation to our clients. Naturally, a Southern California gathering wouldn't be complete without the presence of craft beer and In-n-Out.

Gratitude to everyone who participated, and stay tuned for more as we anticipate a grander celebration for our 15-year anniversary.

Client Appreciation Events

Client Appreciation Events

Participating in golf outings, attending Anaheim Ducks and Dodgers vs. Angels games—Southern California offers a plethora of perks akin to many fantastic cities across the nation, and we leverage these advantages. Our clients are a diverse group with various passions and hobbies. One of our objectives is to comprehend more about you beyond your financial matters. Therefore, we relish spending time outside the office, fostering conversations on a more personal level, and gaining insights into your primary interests in life.

Foodies and Wine (and Whiskey) Enthusiasts

Foodies and Wine (and Whiskey) Enthusiasts

We cherish moments that involve excellent food, delightful drinks, and positive vibes. Given the abundance of offerings in the area, it only makes sense to leverage these opportunities to our advantage.
 
 

Lunch & Learn

Lunch & Learn

We're not just about financial planning – we've also got the scoop on group retirement plans for small business owners. We get that keeping up with today's financial rules can be a real headache. That's where our laid-back lunch and learn events come in handy. They're the perfect chance for your employees to get all their burning questions answered.
 
 

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