Summit Wealth & Retirement Partners

Photos

55 Oak Ct Ste 210

Danville, CA 94526

+1 (925) 927-1900

http://www.summitwealthandretirement.com

History

The company was founded in 1986 to serve the needs of high net worth families with concentrated asset holdings in real estate and private business interests. RG Financial was renamed Summit Wealth & Retirement Partners in March of 2012.

Specialties

For over 30 years our firm has provided comprehensive wealth management services to Bay Area families. We specialize in retirement & tax planning and manage over $500M on behalf of our clients.

Also at this address

Uverse-Authorized Retailer

Melissa Cowperthwaite - Stearns Lending

Aqua Science Engineers

Bay Brokers

Find related places

Financial Advisor

Insurance

Reviews

4.05 reviews

John E.

6/28/2014

My wife and and I have worked with Rob Cucchiaro for 3 years. We are closing in on retirement and needed help in planning toward that stage in our professional lives. With Rob our portfolio is...

Read more on Yelp

Joanne D.

4/24/2022

We have been working with Summit Wealth and Retirement Partners for 10 years and have been extremely pleased. If you're looking for integrity, expertise, great communicators and just plain great...

Read more on Yelp

Chris J.

2/22/2022

We worked with the worst tax accountant ever Debbie Pham. She was very recently a real estate agent and it shows. She lost documents and submitted incorrect tax forms to the IRS. When...

Read more on Yelp

Anna K.

8/11/2014

I have been using their services for about 2 years now and so far I've had a very good experience. I have no business background whatsoever (I am a health care worker) and my finances were in...

Read more on Yelp

jan m.

11/18/2014

I have known and respected Rob Cucchiaro for his honesty, knowledge, listening skills and expertise as a financial adviser for several years. When Rob became a partner at Summit Wealth &...

Read more on Yelp