ChFC®, CLU®, CEPA®, AIF®
Founder | Partner | Co-CEO | Wealth Advisor
Neil Elmouchi, believes that, life is not a dress rehearsal, you either get it right the first time or you don’t. Which is one of the reasons he founded Summit Financial Consultants in order to help his clients better understand the convoluted world of personal finance while creating processes to help them pursue their desired retirement objectives.
Neil has more than 30 years’ experience in the financial services industry and established Summit Financial in 1985, a Registered Investment Advisory corporation. He serves as Partner, CO-CEO and Wealth Manager. Neil is a Chartered Life Underwriter (CLU), Chartered Financial Consultant (ChFC), and Accredited Investment Fiduciary (AIF). He currently holds the Series 24,31,7, and 63 securities registrations. He is also a Registered Principal of, and securities offered through, Triad Advisors LLC. - Member FINRA/SIPC.
Neil and his wife, Martha, have two children and five adorable grandchildren. Away from work, Neil enjoys playing golf, Krav Maga, a form of martial arts, hiking and traveling with his wife.