Find the Certified Financial Planner™
Who's right for you.

Paul T. Remack, CFP®

Summit Wealth and Retirement

1990 N California Blvd
Ste 930
Walnut Creek, CA 94596
Phone: (925) 927-1900
Fax: (925) 927-1907

Household Income Minimum: $150,000
Investable Asset Minimum: $200,000

Specialties
  • Comprehensive Financial Planning
  • Charitable & Planned Giving
  • Estate Planning
  • Investment Management
  • Employee Benefits
  • Insurance
  • Retirement
  • Long-term Care

 

How Planner Charges
N/A