San Francisco Financial Planner, San Francisco Financial Advisor

Retirement Planning

The Team

Rafael O. Velez III - Managing Director and Chief Compliance Officer

Rafael holds a B.S. from Menlo College and the Accredited Investment Fiduciary^® designation, which is associated with Katz, School of Business at The University of Pittsburg. He has over 20 years of experience and his prior affiliations were Raymond James, Citicorp, American Express, Kidder, Peabody and Bateman Eichler Hill Richards.

Mark B. Pietrofesa - Advisor

Mark holds a B.S. from The University of Minnesota, has earned the Certified Financial Planner (CFP^®) designation and is a member of the Financial Planning Association (FPA). He brings more than 20 years of experience to his clients and his prior affiliations include Raymond James and American Express.

Cristina A. Petersen - Director, Client Services

Kathryn Buteyn - Portfolio Administrator

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Summit Financial Advisors, LLC 109 Baldwin Avenue San Mateo, California 94401	Direct: 800-518-6686 Fax: 650-357-0718 rafael@summit-advisors.com
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