The advisors of Summit Financial are committed to providing trusted, objective and personalized financial advice to people from all walks of life. We understand that each client has unique financial needs and we strive to provide financial advice that is both customized and reasonably priced. When you become a client of Summit Financial you will work directly with one of our three partners – Bob, George and Vince will be you personal guides on your journey to financial security.
Bob has been associated with the financial services industry for much of his professional career. He earned an MBA in Finance from the Simon School of Business at the University of Rochester, and has extensive experience as a Senior Financial Executive in topics ranging from financial forecasting and budgeting to program development in commercial asset-based lending and equipment leasing. Bob is a CERTIFIED FINANCIAL PLANNER™ and a member of the of the National Association of Personal Financial Advisors (NAFPA), largest association of professionals dedicated to championing the FEE ONLY financial planning process. Additionally, he is a member of the Financial Planning Association (FPA). He lives in Langhorne, Pennsylvania with his wife Fabia.
George received his Bachelor of Science degree Summa Cum Laude from Columbia University, New York. He earned his Master of Business Administration degree from LaSalle University, Philadelphia, where he was inducted into Beta Gamma Sigma, the national business honor society. He is a CERTIFIED FINANCIAL PLANNER™, having completed the Certified Financial Planner curriculum from the American College. He is a member of the National Association of Personal Financial Advisors (NAPFA) and the Financial Planning Association (FPA.) Prior to becoming a financial planner, George was a successful businessman and a health care professional. George lives in Newtown with his wife, Paula.
Vincent De Giovanni
Vince holds a Bachelor of Science degree from the United States Air Force Academy and a Masters of Business Administration from DeSales University. He is a CERTIFIED FINANCIAL PLANNER™, having completed the CFP® Certification Professional Education Program at the College for Financial Planning. Vince is a member of the National Association of Personal Financial Advisors (NAFPA) and the Financial Planning Association (FPA.) Vince was a commercial airline pilot and is a retired US Air Force officer. Vince lives in Solebury Township, Pennsylvania with his wife, Susan.
We are proud members of the following organizations and adhere to their standards of professional excellence and integrity:
The Financial Planning
Commitment to Professionalism
National Association of Personal
Financial Advisors (NAPFA)
Commitment to the Highest Standards of Financial Advising
The Certified Financial Planner
Board of Standards
Commitment to Continued Education