Services
How We Work
WEALTH MANAGMENT and HOLISTIC FINANCIAL PLANNING
Mr. Summers is an "Accredited Asset Management Specialist" (AAMS),a certification from College for Financial Planning
Mr. Summers also is a "Chartered Retirement Plans Specialist" (CRPS) a certification from College for Financial Planning
For more information about our firm and the services we offer, send us a quick email or call the office. We would welcome the opportunity to speak with you.
jim.summers@lpl.com | (949) 336-1399