Your vision. Our guidance.

About Summit

Summit Financial Consultants focuses on helping you attain and maintain a Work-Optional Lifestyle. Life is not just about retiring, it’s about being able to spend your time the way you want to. It’s knowing that you could stop working at any time and still maintain your lifestyle without skipping a beat. Many of our clients are not really interested in retiring, they just want to know they can retire. This level of financial freedom leaves you in a very powerful position.

Summit Financial is an independent, fee-based, boutique wealth management firm located in Westlake Village, California servicing clients throughout the country.

We believe that, If you don’t know where you are going, you won’t know when you get there. This is why we spend a significant amount of time discussing your personal aspirations, hopes for your loved ones and your vision of the future before we recommend a personalized financial path.

Our Process simplifies complicated financial strategies, adds confidence to your financial decisions and provides direction to help you achieve your financial goals.

Meet The Team

Neil Elmouchi

Chairman & CEO
Senior Wealth Advisor

Jeff Sorensen

President
Senior Wealth Advisor

Kimberly Lau

Chief Operating Officer

Karl Orlowski

Wealth Advisor

Tim Milaney

Wealth Advisor

Cody Klein

Associate Wealth Advisor

Vida Jatulis

Senior Wealth Manager

Christy Quintero

Director of Client Relations

Jenna Algire

Director of Client Relations

Shannon Sorensen

Director of Community Relations

Max Henry Campos

Insurance Advisor

Angela Dowling

Associate Wealth Manager

Diana Woolley

Director of First Impressions

Summit is a federal registered investment advisor. Summit may only transact business or render personalized investment advice in those states and international jurisdictions where we are registered/filed notice or otherwise excluded or exempted from registration requirements. The purpose of this web site is for information distribution on products and services. Any communications with prospective clients residing in states or international jurisdictions where Summit and its Representatives are not registered or licensed shall be limited so as not to trigger registration or licensing requirements. Nothing on this web site should be construed as personalized investment advice, which can only be provided in one-on-one communications.
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