| Name | Title | Contact Details |
|---|---|---|
Tanya Scott-Tomlin |
Chief Compliance Officer | Profile |
Nico Van Bockstal |
Regional Director of Compliance | Profile |
Salima Fajal |
Regional Director of Compliance | Profile |
Stephen Costello |
Regional Director of Compliance | Profile |
Anita Yu |
Regional Director of Compliance | Profile |
The word partner in our name reflects our business philosophy: No
Summit Financial Consultants focuses on helping you attain and maintain a Work-Optional Lifestyle. Life is not just about retiring, it`s about being able to spend your time the way you want to. It`s knowing that you could stop working at any time and still maintain your lifestyle without skipping a beat. Many of our clients are not really interested in retiring, they just want to know they can retire. This level of financial freedom leaves you in a very powerful position. Summit Financial is an independent, fee-based, boutique wealth management firm located in Westlake Village, California servicing clients throughout the country. We believe that, If you don`t know where you are going, you won`t know when you get there. This is why we spend a significant amount of time discussing your personal aspirations, hopes for your loved ones and your vision of the future before we recommend a personalized financial path. Our Process simplifies complicated financial strategies, adds confidence to your financial decisions and provides direction to help you achieve your financial goals. “Securities offered through Triad Advisors, LLC Member FINRA/SIPC. Advisors Services offered through Summit Financial. Triad Advisors, LLC and Summit are not affiliated entities.”
LEONID is a company that specializes in providing financing solutions to government contractors, including loans, lines of credit, and invoice factoring. They are a trusted capital provider of the US Department of Defense Trusted Capital Program.
GDKN Corporation is a Plantation, FL-based company in the Financial Services sector.
Oz Management is a global, diversified alternative asset management firm with a range of fully-integrated platforms across Multi-Strategy, Credit, Real Estate and Energy. Oz Management has built an experienced investment management team with a well-established global presence with offices in New York, London, Hong Kong, Mumbai, Beijing, Shanghai and Houston. Oz Management emboldens a culture of critical thinking. We welcome people who ask questions, offer ideas, challenge the status quo and act decisively. Our people have the opportunity to work on complex challenges with talented, experienced colleagues, on behalf of some of the largest and most sophisticated clients in the world.