Neil Elmouchi, believes, “Life is not a dress rehearsal, you either get it right the first time or you don’t.” Neil founded Summit Financial Consultants to help his clients better understand the complicated world of personal finance while creating processes to help them pursue their desired retirement objectives. With a deep desire to create a sustainable firm built on a strong foundation, Neil assembled a talented and experienced team around him to help clients define and achieve their vision. He embraces a relationship-based approach to financial planning and prioritizes a culture of putting people first for his clients and his team.
Neil has more than 30 years’ experience in the financial services industry and established Summit Financial in 1985, a registered investment advisory firm. He serves as President and a Senior Wealth Advisor. Neil is a Chartered Financial Consultant (ChFC®), Accredited Investment Fiduciary (AIF®), Certified Exit Planning Advisor (CEPA®), Chartered Life Underwriter (CLU®), and California Insurance License. He currently holds the Series 24,31,7, and 63 securities registrations and is a registered representative and offers securities through, Triad Advisors LLC. - Member FINRA/SIPC.
Neil and his wife, Martha, have two children and five grandchildren. Away from work, Neil enjoys playing golf, Krav Maga, a form of martial arts, hiking and traveling with his wife.