Summit Place Financial Advisors offers an individualized goal-oriented approach to managing wealth for a select group of clients. We work specifically with successful families and executives who seek coordinated help with all aspects of their wealth. Our clients seek to enjoy their success for years to come and also successfully plan for future generations and philanthropic priorities.
Summit Place Financial Advisors的外部链接
18 Bank Street
US，New Jersey，Summit，07901
Summit Place Financial Advisors转发了
It's #womenshistorymonth and we should acknowledge the growing voice and growing role of women in wealth!
In celebration of Women’s History Month, CFP Board Chair Liz Miller, CFP?, CFA? highlights the unique opportunities the financial planning profession offers for women. Hear why it’s the perfect time to join this rewarding field. #CFPproWomen #WomensHistoryMonth?
It's #womenshistorymonth and we should acknowledge the growing voice and growing role of women in wealth!
In celebration of Women’s History Month, CFP Board Chair Liz Miller, CFP?, CFA? highlights the unique opportunities the financial planning profession offers for women. Hear why it’s the perfect time to join this rewarding field. #CFPproWomen #WomensHistoryMonth?
Summit Place Financial Advisors转发了
Late to post here on this topic, but Happy Women's History Month to some of the trailblazing women in the field of financial planning. In no particular order: Hannah Moore, CFP? - thank you for innovating and pushing for a more rigorous standard for those choosing to practice. Erin Wood CFP?, FBS? - for leading the way in pushing competency in financial planning Meghaan Lurtz - QofQ - regularly dropping useful knowledge for practitioners Liz Miller, CFP?, CFA - thank you for representing financial planners at the highest levels Kamila Elliott, CFP? - shifting the paradigm of financial planning and illustrating how cultural awareness can make us better financial planners (also, as with Liz - thank you for leading the way) Miranda Reiter, Ph.D., CFP? - showing everyone how we can be better in all ways Sonya Lutter - a mentor, bringing the best financial planning and therapy practices around the world together Kristy Archuleta, Ph.D., LMFT, CFT - a mentor, encouraging new ways of thinking about financial therapy Emily Koochel, PhD, AFC?,CFT? - expertly melding technology and the psychology of financial planning Tracy Schwartz - for leading the best wealth management program in the country Ashley Quamme - integrating behavior and financial planning practice Megan McCoy, Ph.D., LMFT, AFC?, CFT? - being a positive, public voice in how we can be more aware of client needs Elizabeth Maza Stewart - for all you did to advance competency in the field while at CFP Board Deirdre Smith - modernizing ethics in financial planning Jessica Goedtel, CFP?, EA - always showing up, adding value and just being competent. And of course to my partner in business and life Jessica Wery, Ph.D. If I left you off, it was not intentional, but as with any oversight of mine, please call me on it! Thank you again for all that you do.
Summit Place Financial Advisors转发了
“While the number of women?CFP??professionals has grown by half in the last decade, we must continue to expand this representation to meet the needs of future clients,” said CFP Board Chair Liz Miller, CFP?, CFA. CFP Board is committed to increasing the number of female planners and meeting the growing needs of women consumers. Women already make the majority of financial decisions in households, and it's time for the profession to reflect that. Read this Financial Advisor Magazine article by karen demasters?to learn more:?https://lnkd.in/epjp2Q4m #CFPproWomen #WomensHistoryMonth #CFPpro ?
Summit Place Financial Advisors转发了
For almost as long as I’ve been CEO, CFP Board has held Certificant Connections. These meetings are an opportunity for us to share the latest news, resources, and our future plans. More importantly, they're a chance to hear from you. And the conversations and questions that bubble up often turn into our most impactful initiatives. This Wednesday, March 12, join Chair Liz Miller, CFP?, CFA, Chair-elect Terri Kallsen CFP ? and me on Zoom to be part of the conversation. Register: https://lnkd.in/eAqyn-5e #CFPPro #financialplanning
Celebrating International Women’s Day! As a women-owned and operated firm, we honor our incredible women's strength, leadership, and expertise today and every day! Every day, we empower women's financial independence with expertise and empathy. We listen, communicate, teach, and partner to share thoughtful financial solutions to help women build and grow lasting wealth. Here’s to women making an impact in finance and beyond! #InternationalWomensDay #WomenInFinance #EmpoweredWealth #WomenOwned
Summit Place Financial Advisors转发了
As CFP Board Chair Liz Miller, CFP?, CFA notes, “Our most recent professionals are being trained in how to listen, how to understand different views and how to work with couples who want more involvement.” With women increasingly driving financial decisions, advisors might consider adopting a more inclusive and empathetic approach. Learn more in this The Daily Upside article by Griffin Kelly: https://lnkd.in/ex2pm-Ss??
They loved you, Susie! Cybersecurity is an everyday priority for Summit Place. Our entire team is well-versed in the risks and best practices to keep your personal and financial information safe.
?? Due to unforeseen circumstances, we've moved our workshop to Friday, February 21st. We apologize for any inconvenience and hope those already registered can still join us. If you couldn't make the previous date, here's your chance to attend! ?? Don't miss this valuable session! Susie and Jason will dive into essential cybersecurity best practices to help protect your finances—insights that are crucial for both personal and professional life. ?? Reserve your spot here:?https://lnkd.in/e3PePUTE
As we kick off the new year, now is a great time to review your account titling and beneficiaries. Ensuring these are up to date can help protect your financial legacy and ensure your assets align with your estate plan. To get started, consider the following questions. For more financial planning insights, connect with us: https://lnkd.in/ezMwrm2Y
Summit Place Financial Advisors转发了
2025 Chair of CFP Board | Founder & President, Summit Place Financial Advisors, LLC
Our current and future CFP Professionals! We love that our family keeps growing. Your warmth, smile, and deep expertise are why you are an awesome mother as well as a trusted advisor to our many privileged clients!
?? Back at It! ?? Last week, I returned to work after the birth of my son in September and a wonderful maternity leave together. I am so grateful to the team at Summit Place Financial Advisors for supporting me during this special time. I'm excited to be back and looking forward to a great year together!