Summitry
Summitry, based in Foster City, California, provides personalized financial planning and investment strategies, including retirement, estate, and tax planning tailored to individual needs.
Services
Summitry offers comprehensive personalized financial planning and investment strategies. The company's services include retirement planning, estate and trust planning, and California tax strategies. Summitry's client-centric approach ensures that financial strategies are tailored to meet the individual needs of each client. The firm also hosts financial planning webinars, providing thought leadership on a wide range of financial topics.
Location
Summitry is located at 919 E Hillsdale Blvd, Suite 150, Foster City, CA 94404. This central location enables the firm to serve clients within the region effectively. By being accessible and available, Summitry can maintain strong, ongoing relationships with their clients.
Philanthropy Committee: Summitry Cares
Summitry operates a philanthropy committee known as Summitry Cares. This committee is dedicated to giving back to the community by donating a portion of the firm’s profits and matching employee donations. Additionally, Summitry Cares engages in various community service initiatives and supports local causes, demonstrating a commitment to social responsibility and community engagement.
Certifications and Professional Team
Summitry employs a team of highly qualified professionals, including CERTIFIED FINANCIAL PLANNER™ professionals and Chartered Financial Analysts. This expert team ensures that clients receive top-tier financial advice and planning services, backed by rigorous professional standards and certifications.