Paul Remack is President and 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.
Paul was awarded a Masters in Taxation from Golden Gate University in 1992. He also has earned a Bachelors of Arts with Honors from Bradley University and a Masters in History from the University of Southern California.
He holds a CFP designation, awarded in 1987.
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 is a resource to the financial planning industry with publications in several professional magazines. He currently advises to the Foundation for the Alameda Council of the Boys Scouts.
Paul lives in Alamo, California with his wife Linda. He enjoys golfing, reading, cooking, foreign travel, and Cal football, basketball, and rugby (GO BEARS!)