Phone: (925) 927-1900

Email: Info@swrpteam.com

Our Professional Team

Hal Porter

Partner

925-927-1900
925-927-1907

 Connect with Hal

Growing up in the south bay, I was lucky to have parents who modeled and lived lives of service to others. Both my Mom and Dad served in the military and had us all involved in local charities at a young age. As a result when I graduated from the University of Oregon I took a path that seemed obvious at the time, I was commissioned and served almost 8 years in the Air Force on active duty and the reserves.

Shortly after leaving the Air Force, I was hired and entered into a training program at CIGNA Financial Group to become a financial planner. One of the first things that attracted me to this company was their “serve the client’s needs first” philosophy.

After leaving CIGNA I spent over 15 years in the institutional asset management business, providing investment consulting and asset management services to pension plans, endowments , foundations and large 401K plans.

About 12 years ago I joined Summit Wealth & Retirement Partners, with the goal being to help individuals and families utilize the same money management techniques that large institutions were using.  Pension plans, endowments, and foundations are all designed to make sure their money lasts as long as possible. This is the same goal individuals and families have, and yet very few financial planners are addressing this.

It still surprises me today when I learn that most people we meet with believe that financial planning is just investment management. One of the greatest things we do for our clients is to provide solutions to all of their family’s financial needs. We gain a thorough understanding of their situation and know how all of the various issues of their plan are related. Our work helps our clients to make better, more informed financial decisions. Our culture is focused on serving our client family needs and is something I believe in and try to live daily.

One of the things that many of our clients face is what has been termed the “sandwich generation.” My wife, Cathy, and I have faced the issues of getting kids into and through college, dealing with aging parents, their support needs and cognitive issues and planning for a successful retirement simultaneously. We know the importance of proper estate documents and long term care and the challenges these issues can place on family members and a successful financial plan.

I live in Granite Bay with my wife Cathy where we enjoy travel, riding our bikes, snow skiing and golf. We have been blessed with two wonderful kids. Matthew is a UCSB graduate and lives and works in commercial insurance in Santa Barbara and Elizabeth is finishing her junior year the University of Kansas with a major in Speech Pathology and will be going to graduate school soon.

I have always been interested in the financial markets and I have both an undergraduate and a graduate degree in business. This career has allowed me to combine my passion for serving others with my interest in personal finance. Thirty-years later I am still excited to come into work each day because I know that what we do has a positive impact on people’s lives.

Robert Cucchiaro, CFP®, CRPC®, AAMS, CRTP

Partner

925-927-1900
925-927-1907

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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 150 families in the Bay Area and several Western states. Our client’s 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 decade 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.

In addition to having a Certified Financial Planner (CFP®) designation, I also hold my Series 7, 66, and 24 licenses, and hold certifications in asset management and retirement planning. I am also a registered tax preparer and an Adjunct instructor in Financial Planning at UCLA.

Most importantly, I live in Danville with my wife Maryline and my three wonderful children Dylan (age 5), Tyler (age 3), and Nyla (6 mo).  When I am not at work I enjoy spending time with my family and enjoying the many natural wonders of Northern California.

Jennifer (Jen) Hamm

Director of Operations

925-927-1900

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Jen Hamm is our Director of Operations. She is responsible for overseeing new business processing for insurance and investments as well as maintaining client services and business operations. Jen comes to us with nine years of financial services experience having served as Rob’s Executive Assistant and Practice Manager at Lincoln Financial Advisors. In her most recent role she was the Executive Assistant and Project Manager for the CEO of a tech design company in the bay area that manufactures and distributes cell phone / tablet cases and accessories for a number of popular brands including Apple and Samsung.

Jen attended California State University – East Bay and has a Bachelor’s Degree from Kaplan University in Business Administration with an option in Corporate Management. She is currently California Insurance licensed as well as a Notary Public.

Currently living in San Ramon with her Tortoiseshell cat and Pitbull puppy, she enjoys traveling, cross-fit, paintball, and contemporary dance.

Jennifer Butler

Registered Para-Planner

(925) 927-1900

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Jennifer Butler is our Registered Para-Planner and joined the team in June 2013. Her primary responsibilities are data gathering, case design, plan development, review preparation, insurance illustrations, research, reporting, and presentation development. She also maintains all aspects of our financial planning software and reporting tools. Her licenses include Series 6, 7, 63, 65 and California Life and Variable Contracts.

Before coming to Summit, Jennifer worked for Oak Tree Wealth Management in Alamo and San Ramon for five years as a Client Services Associate. Her responsibilities there including new business processing, compliance processes and all facets of administrative support. While there, she attained her Registered Para-planner designation which trained her in the fundamentals of financial planning.

Her prior experience also includes many years of administrative support in the areas of insurance and higher education. She has a Bachelor's degree from Drake University and a Master's Degree from the University of Texas at Austin, both in music performance.

Jennifer currently lives in Crockett, California with her husband and two teenage sons. During her spare time, she enjoys playing music, reading, walking, and playing with her Great Dane puppy.

 

Angie Schumann

Client Service Manager

925-927-1900

Angie joined our team in February 2014 as a Client Service Manager.  Her primary responsibilities are new business processing for insurance and investments as well as providing service to our clients and advisors.

Before coming to Summit, Angie worked as a Portfolio Manager at Mercedes-Benz in Fairfield with responsibilities including client retention, business development and managing client issues. Her background includes almost 10 years in the insurance industry as a Senior Account Executive in both Hawaii and Guam.

Angie attended Hawaii Pacific University and lives in Fairfield with her daughter, Alexis.  Besides spending most of her time playing with Alexis, she loves hiking, traveling and cooking.

Michael Metra

Client Service Manager

(925) 927-1900
(925) 927-1907

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Michael joined our team in February of 2014 as a Client Service Manager. His primary responsibilities are new business processing for insurance and investments as well as providing service to our clients and advisors.

Prior to coming to Summit, Michael worked as a Supervisor in LPL Financial’s Cash Control Department in San Diego with responsibilities including the quality control review of high dollar withdrawals and security transactions from LPL client accounts. Michael also helped manage a team of 20 staff members including individuals from both the Margins and Cash Control Departments.

His prior experience include Senior Margin Specialist with LPL Financial and Financial Planner with Ernst & Young.  He has a Bachelor’s degree from the University of California San Diego with a minor Psychology and a Professional Certificate in Finance. His licenses include the Series 99 and Series 7.

Michael currently lives in Walnut Creek, California with his wife and puppy. He enjoys bowling, tennis, and football.

Paul Remack

Founding Partner

Paul Remack is the founding partner of Summit Wealth & Retirement Partners. The company was co-founded in 1986 by Paul to serve the needs of high net worth families with concentrated asset holdings in real estate and private business interests. RG Financial was renamed Summit Wealth & Retirement Partners in March of 2012.

Paul entered the financial industry in 1981. Prior to his entry, he was Executive Vice President for a publishing company in San Francisco. He started his career with Connecticut General, later Cigna, located in San Francisco. He was awarded a Masters in Taxation from Golden Gate University in 1992 as well as a Bachelors of Arts with Honors from Bradley University and a Masters in History from the University of Southern California. Paul has been a featured speaker at the San Mateo Bar Association, East Bay Financial Planning Council, Tri-Valley Financial Planning Council and the Regional FPA (Financial Planning Association) Conference.

Paul lives in Alamo, California with his wife Linda. He enjoys golfing, reading, cooking, foreign travel, and Cal football, basketball, and rugby (GO BEARS!)

Securities and Advisory Services Offered Through VSR Financial Services, Inc. Member FINRA/SIPC and a Registered Investment Advisor.

Summit Wealth & Retirement Partners is Independent of VSR.

Financial Planning Offered Through Summit Wealth & Retirement Partners

1990 N. California Blvd, Suite 930, Walnut Creek, CA 94596, Tel: (925) 927-1900, Fax: (925)927-1907

 

Hal Porter and Robert Cucchiaro are Registered Representatives with VSR Financial Services, Inc., a FINRA Registered Broker-Dealer. While VSR Financial Services, Inc. is registered to sell securities products in all 50 United States and the District of Columbia, Hal Porter and Robert Cucchiaro are currently registered to sell securities products in Arizona, California, Colorado, Connecticut, Illinois, Montana, New York, Nevada, Oregon, Texas, Utah, and Washington.

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