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Christy Quintero


Christy Quintero

Christy Quintero

Director of Client Relations


Christy Quintero is the key figure in coordinating all customer service, account processing, and office management matters.


By maintaining efficient office-wide processes and best-practice methods regarding all client services and relations, Christy gives our clients financial confidence, ensuring that all regulatory and ethical standards are constantly met throughout the handling of their accounts. Prior to her 8 years at Summit Financial Consultants, Christy completed a one year internship for an RIA compliance firm, which gave her resources to meet the high expectations of managing client services for Summit Financial.

Christy obtained her B.S. in Management with a Finance emphasis in 2008 from California Lutheran University. Away from the office, Christy enjoys the outdoors and spending time with her husband Waldo and their two beautiful children.

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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