Anita CFP

St. Paul Area - Wealth Advocate at Summit Wealth Advocates - , N/A, US

Anita CFP's Colleagues at Summit Wealth Advocates
Bruce Primeau

President, Wealth Advocate

Contact Bruce Primeau

Jon Govin

Vice-President Wealth Management - CIO

Contact Jon Govin

Kay Strand

Bookkeeper and Admin

Contact Kay Strand

Matt Wright

Chief Investment Officer

Contact Matt Wright

Kaitlin Strand

St. Paul Area - Bookkeeper

Contact Kaitlin Strand

View All Anita CFP's Colleagues
Anita CFP's Contact Details
HQ
763-355-5873
Location
Company
Summit Wealth Advocates
Anita CFP's Company Details
Summit Wealth Advocates logo, Summit Wealth Advocates contact details

Summit Wealth Advocates

, N/A, US • 10 - 19 Employees
Financial Services

Summit Wealth Advocates is a fee-only personal financial advisory firm designed to provide investment management, advanced planning and resource management for families, with objective and comprehensive financial planning counsel.We have over 20 years of combined experience in working with familes with both simple and complex financial needs.

Finance Financial Services Financial Advisory Services
Details about Summit Wealth Advocates
Frequently Asked Questions about Anita CFP
Anita CFP currently works for Summit Wealth Advocates, LLC.
Anita CFP's role at Summit Wealth Advocates, LLC is St. Paul Area - Wealth Advocate.
Anita CFP's email address is ***@summitwealthadvocates.com. To view Anita CFP's full email address, please signup to ConnectPlex.
Anita CFP works in the Financial Services industry.
Anita CFP's colleagues at Summit Wealth Advocates are Bruce Primeau, Jon Govin, Kay Strand, Matt Wright, Anita Kalafut, Kaitlin Strand and others.
Anita CFP's phone number is 763-355-5873
See more information about Anita CFP