Your vision. Our guidance.

Karl Orlowski

Karl Orlowski

Karl Orlowski, AAMS®, AIF®

Wealth Advisor

Karl has been with Summit Financial Consultants since February of 2010. He earned his start in the financial services industry in 2005 by building a successful practice through Edward Jones Investments.

Tireless in his work for Summit's clients, he continually strives to meet their customer service expectations. While serving his clients' interests, he pays special attention to their risk tolerance and life objectives. Karl's primary objective is to maintain his client's perspective on their portfolio and the return they need from their assets.

Throughout his career he has come to understand that not all of his clients want to retire, rather, they would like to be in a position to retire on their terms. Having the knowledge that you can retire has been extremely empowering to many people.

Karl believes that financial planning is a process rather than a product. The Summit Financial process has given him great confidence in the tools he can utilize to satisfy his clients' needs in the most efficient manner.

  1. His Particular areas of interest include the following:

  2. Managing and constructing income streams for his clients in retirement;
  3. Helping clients work with tax and pension professionals on strategies designed with the goal to maximize the benefits of tax qualified pensions and/or retirement plans in their favor.

A graduate from the University of Caifornia, Santa Barbara in 1996, Karl is a Registered Representative with Triad Advisors who currently holds the series 7, 63, and 66 securities registrations through Triad Advisors. In addition, Karl has a California state Insurance License and is qualified to offer Long Term Care Insurance. He completed the accredited Asset Management Specialist (AAMS) designation in 2008, as well as, the Accredited Investment Fiduciary (AIF) designation in 2013.

In his spare time, Karl enjoys being with his wife and two sons, and writing about himself in third person. He and his family are avid outdoor enthusiasts who enjoy camping, hiking, skiing, and travelling together. Karl's personal interests include, reading, surfing, and golfing.

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.