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Mark Pietrofesa, CFP®
Summit Financial Advisors, LLC

Tel: 650-357-9410
109 Baldwin Ave
San Mateo, CA 94401
Summit Financial Advisors, LLC | Financial Advisor in San Mateo ,CA

About Mark Pietrofesa

Mark is the Co-Founder and an Investment Advisor Representative. He 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 25 years of experience to his clients and his prior affiliations include Raymond James and American Express.


About Summit Financial Advisors, LLC

Our mission is to be the single resource for comprehensive financial advice and wealth management for successful executives, business owners and affluent individuals by completely serving their unique financial needs. Our clients rely on us to integrate and organize every aspect of their financial lives, eliminating the need to assemble multiple advisors on their own. Every client benefits from the advice of both partners and a dedicated service specialist.

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General Information

Firm Start Year:   1998
No.of Employees:   5-9
Name of Broker/Dealer:   LPL
Name of Custodial Firm:   Charles Schwab, Fidelity
States Licensed in:   CA, NV, OR, WA, AZ
Number of Years with Current Firm:   24
Work with the following types of clients:   Individual Investors, Businesses
Advisory Services Provided:   Financial Planning for Individuals, Education Funding and Planning, Risk Management, Money Management, Wealth Management, 401K Rollovers, Retirement Planning, Financial Planning, Insurance Products & Annuities, Investment Advice & Management, Financial Advice & Consulting, Portfolio Management

Services

Investment Types:   Mortgages & Real Estate, Exchange Traded Funds (ETFs), Alternative Investments, Options, Insurance, Annuities, Stocks, Mutual Funds, Bonds, Socially Responsible Investments (SRI)
Can meet clients in the following ways:   Your Office, Our Office, Your Home, Our Offices, Video Conference, Via Phone

Qualifications & Memberships

Insurance and Annuity Licenses:   Annuity, Variable Life, Long Term Care, Variable Annuity, Health, Disability, Life
Financial Organization Memberships:   Financial Planning Association (FPA)

Firm Information

Firm's Number of Clients:   100

Compensation and Fees

Fee Structure:   Fee-Based
Minimum Portfolio Size for New Managed Accounts:   $100,000
Compensation Methods:   Based on Assets, Flat Fee
Fee % Based on Assets:   1
Hourly Rate:   $250
Additional Details on Charges:   Asset management is based on your objective (current income or growth) with reduced rates for larger portfolio's.
Minimum Fee Charged for Managed Accounts:   $1500
Minimum Fee Charged for Hourly Planning Accounts:   $1500

Board Positions

Organization:  Achungo Community Center  Kenya
Position :  Board Member
Duration :  06/01/2021-Currently holding

Education

BS Business - Finance  University of Minnesota - Minneapolis, MN
09/10/1986-11/10/1988

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Faqs

Why should I choose you as my financial advisor?

Certified Financial Planner®, CFP®, 20 plus years experience

What are your qualifications? What is your education background?

Comprehensive planning

How are you compensated? How will I pay for your services?

Fee Basis

If you are going to manage my account, will you obtain my permission every time you buy or sell something?

No

Will you be the only person working with me?

Yes

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Compliance

Registered Investment Advisor:

Yes


Registered Representative:

Yes


Investment Advisor Representative:

Yes


Compliance Disclosures in Last 5 years:

Have a clean record


Criminal Disclosures in Last 5 years:

Have a clean record


Communities Served

San Mateo San Bruno
Burlingame San Carlos
Belmont Redwood City
Menlo Park Palo Alto
Mountain View

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