Nathan Bennett CFP®, CBEC®, ChFC®, CLU®,

Member at Large, Summit Partner, Financial Advisor

Nathan believes it is an honor and privilege to make a difference in the community his friends and family call home. As a partner at Summit Financial Group, he and business partner Steve Wilcox have long believed that company success should provide the ability to give back and make a difference. It is exciting to see that work coming to fruition in the form of the Summit Financial Foundation. 

In addition to work, family, and the Summit Foundation, Nathan serves on the board of Rooms of Hope, is a coach for youth sports, and mentors young professionals. Nathan and his family live, play, and, on occasion, get to relax in Pleasanton.