Nathan  Bennett,  CFP<sup>&reg;</sup> - Financial Advisor

Nathan Bennett, CFP®

ChFc,CLU,CFS

Financial Advisor

Summit Financial Group, LLC

2000 Crow Canyon Pl, Ste 450
San Ramon, CA 94583
(925) 866-7800

General

Nathan Bennett is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at Summit Financial Group, LLC in San Ramon, CA and the surrounding communities.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER™ (CFP®)
  • Chartered Financial Consultant (ChFC®)
  • Other - CLU

Insurance Licenses

  • Life insurance
  • Fixed annuities
  • Variable annuities

Financial Advisor's Specialties

Budget & Debt Management, Comprehensive Financial Planning, Attending College, Charitable & Planned Giving, Investment Management, Estate Planning, Insurance, Life Planning, Retirement, Long-term Care

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Helpful Financial Planning Resources