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FPA PlannerSearch Participants:

Find the Certified Financial Planner™
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Summit Wealth Management Group

400 Camarillo Ranch Rd
Suite 202
Camarillo, CA 93012
Phone: (805) 384-1186
Fax: (805) 384-1048

Household Income Minimum: $150,000
Investable Asset Minimum: $500,000

Specialties

How Planner Charges

N/A

I will provide a free initial consultation to prospective clients so we may determine if their needs and my practice are well-matched.