Robert Cucchiaro, CFP®
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All 50 States
The clients that I work with tend to feel about money, the way that I feel about technology - its a necessary part of their lives but not something they are super interested in. Meaning, my typical clients isnt watching CNBC or reading the Wall St Journal. They are busy, they have lives, and money is a means to an end.
They want to delegate their financial decision making to someone they can trust. Someone that works in a fiduciary capacity, and someone that can answer all of their questions without too much jargon.
As a young child, I saw firsthand the stress that personal finances can cause within a family. I often witnessed my parents in disagreement over how money was being spent and whether or not enough was being saved. I resolved at a very early age to learn everything I could about personal finance so that I could help my parents and relieve some of their stress.
By age 12 I was investing in individual stocks, and still have the original stock certificates from my first purchase (Nike). By age 15 I was investing in mutual funds with my savings from working at a local deli. Every Saturday morning I sat down with my folks as they paid the bills. I knew what their salaries were, how much went to taxes, and how much all of the bills amounted to. This was a great early lesson because I knew how much, or little, was left.
I believe it was Confucius who said “Choose a job you love, and you will never have to work a day in your life.” I am quite proud to say I followed this advice. At Summit Wealth & Retirement we handle the investing and financial planning for about 250 families in the Bay Area and several Western states. Our clients value our honest and direct approach, and know that we have the skills and experience to help them make better decisions and feel more secure about their money. Regardless of net worth, the #1 fear that people have is that they will run out of money. I’ve spent the past 15 years addressing this fear head-on by designing, implementing, and monitoring financial plans that help ensure my client’s money will last longer than they do. Whether it’s protecting what they already have, growing their wealth, minimizing their taxes, or designing a plan to pass assets to their kids, we are here to help.
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Summit Wealth & Retirement Partners is the marketing name for Summit Wealth & Retirement Planning, Inc., an Idaho corporation.
Investment advisory services offered through Summit Wealth and Retirement Partners, an SEC registered investment adviser. Custody, trading and support services provided to clients of Summit Wealth and Retirement Partners are offered by Charles Schwab & Co., Inc. (“Schwab”), Member FINRA/SIPC. Information contained herein is taken from sources believed to be reliable, but cannot be guaranteed as to its accuracy. It is for informational and planning purposes. Nothing herein shall be construed as an offer or solicitation to buy or sell any securities. Nor is it legal or accounting advice. Investing carries risks and expenses and involves the potential loss of investment. Past results are not indicative of future results. Summit Wealth and Retirement Partners disclosure document ADV-Part 2 is available upon request.
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