Summit Financial Group, LLC

🌟 🐷 💰 We had a great turnout for our Teens & Money workshop held at Inklings Coffee & Tea in Pleasanton yesterday. Our teen attendees enjoyed cookies while they learned practical strategies to confidently navigate the world of personal finance. A huge thank you to everyone who joined us and contributed to the day! Together, we're setting the stage for a lifetime of financial success. 🐷 💰✨ #FinancialSuccess #TeensAndMoney #FutureLeaders #FinancialLiteracy

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🍦 🍨 We had a sweet time celebrating National Ice Cream Day with our Office Ice Cream Social! It was the perfect way to beat the summer heat! 🍦 🍨 Can you guess the No. 1 flavor of ice cream in recent surveys? If you guessed vanilla, you are right! According to Instacart's analysis of orders from June to August 2023 and online research firm YouGov's 2022 survey, vanilla is the most-liked flavor. It might be basic, but it's the little black dress of the ice cream world – always in style and pairs well with anything. 😎 #NationalIceCreamDay #IceCreamSocial #SummitSummerFun

The tax space for retirees might look a little different than you think. To maximize efficiency and prepare for the transition, it's important to consider the tax implications of your particular situation with the following in mind:

Summit Financial Group and Raymond James proudly offer advanced, advisor-focused technology tools that empower you to provide your clients with the robust offerings they expect– and the personalized service they deserve. Learn more: https://lnkd.in/g5kmcN7F

🌟 Welcome to Summit, Shelby and Rachel! 🌟 We are excited to announce that Shelby Wilcox and Rachel Hogarty have joined our Summit Internship Program. They are eager to dive into the world of financial services and bring their enthusiasm and diverse talents to our team. Shelby is a rising senior at Gonzaga University, studying business administration with a finance concentration. She recently studied in Italy and is also a freelance artist passionate about painting and fashion design. Rachel is entering her final year at the University of Tennessee, Knoxville, with a focus on business management and entrepreneurship. She also has an associate degree in economics from Santa Barbara City College. In her free time, she enjoys reading, the world of health and fitness, and spending time outdoors with her family and friends. We are excited to have these exceptional women with us this summer! Please help us welcome them to the team. #SummitInterns #Welcome #FutureLeaders #TeamSummit

📢 Donation Drive Success! 📢 A heartfelt thank you to our incredible Summit team and our generous clients who participated in our Baby Supply Donation Drive for Little Miracles, Inc. 🌟 Your contributions will make a significant difference in the lives of families in need, bringing smiles to many little ones and their parents. Summit takes pride in giving back to the community, and we are grateful for this opportunity to support such a wonderful organization. 🍼 For more ways to support Little Miracles, Inc., visit https://lnkd.in/g7JxNESU. #DonationDrive #LittleMiracles #CommunitySupport #ThankYou #SummitGivesBack

📚 Good news for California kids! 📚 Last week, California became the 26th state to mandate a standalone personal finance course for high school students. Under the new law, all public high school students in California will have access to a dedicated personal finance course by 2027. Completing a personal finance course will become a graduation requirement by 2031. 📈🏫 #FinancialEducation #CaliforniaSchools #PersonalFinance #FinancialLiteracy #StudentSuccess #InvestInYouth

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📢 Job Opportunity Alert! Join Our Team at Summit Financial Group! 🌟 Are you ready to take your career to new heights? Summit is seeking a motivated, talented, and dedicated Client Services Coordinator to join our team! In your role, you'll be the MVP for the advisors you support, ensuring their practice runs smoothly. Key responsibilities include: • Calendar management 📅 • Client support 🤝 • Review preparation and processing 📑 • New account setup 🏦 • Money movement 💸 • Updating client records in our CRM 🗃️ • Event support 🎉 Learn more about the position here: https://lnkd.in/gwnq_7iG Apply now to be a part of our exceptional team and make a difference in the financial lives of our clients! Send your resume and cover letter to: [email protected]. #JobOpportunity #SummitFinancialGroup #FinancialServices #JoinOurTeam