195 Senior Level Advisors in 36 states & Canada, providing exit, transition, and succession planning services to privately held business owners

What Is Pinnacle Equity Solutions

Pinnacle Equity Solutions is a national association of senior-level, professional advisors who are all trained and supported in a common system to deliver high quality, customized solutions to business owners regarding the eventual exit from their privately-held businesses

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Buy John M. Leonetti’s Book

Exiting Your Business, Protecting Your Wealth by John M. Leonetti, CEO of Pinnacle Equity Solutions, Inc.

Exiting Your Business, Protecting Your Wealth
by John M. Leonetti,
CEO of Pinnacle Equity Solutions, Inc.

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Contact Us

Aaron Peabody, CFP®, CBEC®

Peabody Headshot Small
 
Contact Information:
Summit Financial Group, LLCPrint
(925) 866-7800
aaron@summitadvisors.com
2000 Crow Canyon Place
Suite 450
San Ramon, CA 94583
 
 
 

Aaron’s passion is helping make your financial dreams come true. Aaron Peabody is interested in his clients making their financial aspirations become their reality. Through an extensive process of discovery, and in concert with his team of associates, Aaron is able to set his clients on the road towards success and long-term financial freedom. As an independent financial advisor, Aaron is able to offer his clients financial advice and the finest investment and insurance products from various prestigious companies tailored to meet their individual needs.

Aaron’s specialty is working with business owners, though his clients are as diverse as the products he offers. Aaron has developed a high level of expertise in a very specific niche called, Business Succession Planning. Through this process, Aaron and his team, are able to help prepare the Business Owner for “happily ever after” in the most tax efficient manner possible. This allows the business owner to focus on the activities in their business that are more profitable to them, while having the sense of security that they are on track financially. Aaron has a passion for working with privately held business owners. He enjoys hearing their stories of growing a successful business from the seeds of their dreams.

Before working as a financial advisor, Aaron worked full time in the banking industry while he attended Sacramento State University full time as well. Always searching for the solutions to help meet his clients needs, he became concerned to see many unable to maintain their lifestyles into retirement. He did not want anyone to have to endure this unnecessarily. Seeing solutions for these clients, his passion for financial advising was sparked.

Aaron holds the Certified Financial Planner® designation. He holds insurance license # 0G61539 and is a registered representative and investment advisor representative with Securian Financial Services.

When not working with clients to achieve their financial dreams, Aaron can be found enjoying a San Francisco Giants baseball game. He resides in Fremont where he enjoys many other outdoor activities near his home.

 

Securities & Investment Advisory Services offered through Securian Financial Services, Inc., Member FINRA/SIPC. Summit Financial Group is independently owned & operated.

Certain individuals associated with Summit Financial Group LLC are registered with and offer securities and investment advisory services through Securian Financial Services, Inc. (“Securian”), a registered broker-dealer and investment adviser, member FINRA/SIPC. Individuals registered with Securian are authorized to offer only those securities and investment advisory services that have been specifically approved by Securian. Additional information about individuals registered with FINRA can be found on FINRA’s BrokerCheck. For information about which individuals associated with Summit Financial Group LLC are registered with Securian, as well as information about which securities and investment advisory services such individuals are authorized to offer on Securian’s behalf, please contact Securian at 1-800-820-4205.

Summit Financial Group LLC is independently owned and operated, and offers its own suite of products and services entirely independent of Securian.