Your vision. Our guidance.

Neil Elmouchi


Neil Elmouchi

Neil Elmouchi, CLU®, ChFC®, AIF®

Chairman & CEO
Senior Wealth Advisor


Neil Elmouchi, believes that, life is not a dress rehearsal, you either get it right the first time or you don’t. Which is one of the reasons he founded Summit Financial Consultants in order to help his clients better understand the convoluted world of personal finance while creating processes to help them pursue their desired retirement objectives.


Neil has more than 30 years’ experience in the financial services industry and established Summit Financial in 1985, a Register Investment Advisory corporation. He serves as Chairman, CEO and Senior Wealth Manager. Neil is a Chartered Life Underwriter (CLU), Chartered Financial Consultant (ChFC), and Accredited Investment Fiduciary (AIF). He currently holds the Series 24,31,7, and 63 securities registrations. He is also a Registered Principal of, and securities offered through, Triad Advisors - Member FINRA/SIPC.

Neil and his wife, Martha, have two children and five adorable grandchildren. Away from work, Neil enjoys playing golf, Krav Maga, a form of martial arts, hiking and traveling with his wife.

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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