Your vision. Our guidance.

Jeff Sorensen


Jeff Sorensen

Jeff Sorensen

President
Senior Wealth Advisor


Jeff has been a wealth advisor since 1986 and has lived and worked in Westlake Village, CA for most of those years. He earned his degree in Business Management from Redlands University and continuously attends educational seminars and workshops to remain on the cutting edge of industry developments.


Jeff holds security license Series 7, 6, 63, 65 and life, disability and variable insurance licenses. Establishing a family-oriented business culture has always been a top priority. I want my clients to feel like they are part of something special- something beyond just a business relationship. If we can help provide leadership, relationships and direction in this sometimes confusing world, that makes me feel fulfilled. This unique quality leads to the trust and confidence his clients have in him as he helps them along the path to Financial Freedom. Family is a top priority for him and he enjoys spending time with them as often as he can. Other interests include golf, wine and horses.

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.
Top