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

Nathan Bennett, CFP®, ChFC®, CLU®, CFS, CBEC®

 

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Contact Information:
Summit Financial Group
925-866-7800
nathan@summitadvisors.com
2000 Crow Canyon Place, Suite 450
San Ramon, CA 94583
 

 

As a founding partner of Summit Financial Group, LLC, Nathan has a passion for solving the puzzle presented by each client. There is great satisfaction in providing solutions to help clients realize their financial goals. Nathan was integral in creating the Summit process that is central to our client relationships. He firmly believes that a comprehensive approach, integrating all aspects of one’s financial life, is critical to creating a roadmap to financial independence.

Nathan’s clients are private business owners, successful professionals, and their families. He works with them in the areas of Retirement Planning, Asset Management, and Estate Planning. In addition, Nathan has a specialized practice working with business owners on Exit Planning. This specialized approach to helping owners design their exit is vital to accomplishing their financial goals. Nathan is often asked to write articles and speak on the various aspects of Exit Planning, and finds it some of his most enjoyable work.

Some of his professional accomplishments include membership in his Broker/Dealer’s Chairman’s Club, and Premier Resource Group, as well as Top of the Table qualification in the Million Dollar Roundtable. In addition, he has earned the Certified Financial Planner™, Chartered Financial Consultant, Chartered Life Underwriter, and Certified Fund Specialist designations. Nathan is involved in Vistage International, the Financial Planning Association, National Association of Insurance and Financial Advisors, and multiple Exit Planning Associations. He holds CA Life License #0D05265 and is a registered representative and investment advisor representative with Securian Financial Services, Inc.

When not helping clients, Nathan is likely knee-deep in a river – fly rod in hand – escaping for a while. He’ll call it a passion, while his wife Melissa might label it an addiction! Many years removed from their time as collegiate athletes, Nathan and Melissa still enjoy sports of all types, and often spend family time taking in a game.  The Bennett’s reside in Pleasanton, CA with their two children.