Nathan T. Bennett, CFP®, ChFC®, CLU®, CFS

Nathan T. Bennett, CFP®, ChFC®, CLU®, CFS

Financial Advisor

Phone: 925.866.7800
Fax: 925.866.7803
E-mail:

As a founding partner of Summit Financial Group, Nathan has a passion for the profession of financial advice.   There is great satisfaction in providing financial solutions that are designed to help clients realize their financial goals. Nathan helps clients through a financial process that creates a roadmap integrating all aspects of a person’s financial life with their unique goals.

Nathan works with individuals and their families in the areas  of Retirement Planning, Asset Management, and Estate Planning. In addition, Nathan works with the owners of privately held companies through the process of Exit Planning. This is a process assisting business owners in the exit and transition from their company while accomplishing their personal financial goals.
 
A believer in financial education, Nathan has earned the Certified Financial Planner™, Chartered Financial Consultant, Chartered Life Underwriter, and Certified Fund Specialist designations. Nathan is also active in the Financial Planning Association, National Association of Insurance and Financial Advisors, and local business associations. Nathan holds California Life License #0D05265 and is a registered representative and investment advisor representative with Securian Financial Services, Inc.
 
Some of his professional accomplishments include membership in his Broker/Dealer’s Circle of Excellence, Premier Resource Group, and Presidents Club, as well as Top of the Table membership in the Million Dollar Roundtable.
 
When not helping clients or spending time with his family, Nathan will likely be pursuing his passion of fly fishing. Several years removed from their time as collegiate athletes, Nathan and his wife Melissa still enjoy sports of all types. Nathan, Melissa, their daughter Paige, and their son Jason, live in Pleasanton, CA.