Investment Management

Our Investment Philosophy

How We Approach Investment Management

Our investment philosophy is rooted in a deep understanding of the market and a commitment to personalized service. We believe in developing strategies that are uniquely suited to each client, avoiding one-size-fits-all solutions. Our approach emphasizes:

Personalization: Every client receives a tailored investment plan based on their individual goals and risk tolerance.
In-House Management: By managing investments directly, we maintain control and keep costs low, ensuring more value for you.
Long-Term Focus: We prioritize sustainable growth and asset preservation, balancing immediate needs with future goals.


Phone:	925-977-8350
Mobile:	925-360-6364
Email:	jfaber@summitfn.com

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The content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation. The opinions expressed and material provided are for general information, and should not be considered a solicitation for the purchase or sale of any security.

Summit Financial Networks is a region of Cetera Advisor Networks LLC. Registered Representative offering Securities and Advisory services offered through Cetera Advisor Networks LLC (doing insurance business in CA as CFGAN Insurance Agency LLC),member FINRA/SIPC, Broker-Dealer, and Registered Investment Adviser. CA Insurance License #0D91499.

This site is published for residents of the United States only. Registered Representatives of Cetera Advisor Networks LLC may only conduct business with residents of the states and/or jurisdictions in which they are properly registered. Not all of the products and services referenced on this site may be available in every state and through every representative listed. For additional information please contact the representative(s) listed on the site, visit the Cetera Advisor Networks LLC site at ceteraadvisornetworks.com

Important Disclosures and Form CRS | Business Continuity

Individuals affiliated with this broker/dealer firm are either Registered Representatives who offer only brokerage services and receive transaction-based compensation (commissions), Investment Adviser Representatives who offer only investment advisory services and receive fees based on assets, or both Registered Representatives and Investment Adviser Representatives, who can offer both types of services.

Tailored Investment Strategies for Your Financial Goals

Our Investment Philosophy

How We Approach Investment Management

What Makes Us The Right Fit For You?

Decades of Expertise

Personalized Attention

Transparent Process

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General Contact Info

Pleasant Hill Office

3478 Buskirk Avenue

Suite 245

Pleasant Hill, CA 94523

Office Hours