Financial Services
Summit Financial Consultants., Inc.About
About This Business
Summit Financial Consultants is a boutique wealth advisory firm that works best with individuals who have one common goal : financial independence. They exist because many successful professionals anticipate the complexity that increasing wealth brings. Their integrated team-based approach helps clients in maximizing their wealth to spend more time enjoying their achievements of life and work. They are about helping our clients define their most valuable asset, time.
Years in Business: 39
Business Details
- Local BBB:
- BBB of the Tri-Counties
- BBB File Opened:
- 7/26/2001
- Business Started:
- 10/1/1985
- Business Started Locally:
- 10/1/1985
- Business Incorporated:
- 10/1/1985
- Type of Entity:
- Corporation
- Alternate Names:
- Sorensen Wealth Management
- Business Management:
- Mr. Neil Elmouchi, Owner/CEO & Chairman
- Ms. Kimberly Lau, Owner/COO
- Mr. Karl Orlowski, Owner/Wealth Advisor
Additional Contact Information
- Principal Contacts
- Mr. Neil Elmouchi, Owner/CEO & Chairman
- Ms. Kimberly Lau, Owner/COO
- Customer Contacts
- Ms. Kimberly Lau, Owner/COO
- Fax numbers
- Primary Fax: (805) 418-4570
- Additional Email Addresses
- Primary: Email this Business
Licensing information
This business is in an industry that may require professional licensing, bonding or registration. BBB encourages you to check with the appropriate agency to be certain any requirements are currently being met.
BBB records show a license number of C1352848 for this business, issued by Department of Corporations
Department of Corporations
320 West 4th Street
Los Angeles CA 90013
BBB records show a license number of 0565975 for this business, issued by Department of Insurance
Department of Insurance
300 South Spring Street, 14th Floor
Los Angeles CA 90013
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