Phone: (925) 927-1900

Email: Info@swrpteam.com

Our Professional Team

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!)

Hal Porter

Partner

925-927-1900

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Hal Porter is a partner of Summit Wealth & Retirement Partners. Upon graduation from college, Hal was commissioned and served five years in the U.S. Air Force. After his military service and completion of his Masters Degree, Hal joined Cigna Financial Services in 1983. After two years in Houston, he transferred to the Cigna office in San Francisco where he and Paul met and worked together.

In 1989, Hal joined Prudential Investments and worked in institutional asset management, specifically retirement plans, endowments, foundations and Taft Hartley plans. After leaving Prudential, Hal spent time with Victory Capital Management, an institutional money manager and subsidiary of Key Corp.

After much thought and discussion with Paul, Hal re-entered private practice and became principal of Summit Wealth & Retirement Partners. His primary responsibility is to support the Wealth Management needs of our clients. He is responsible for investment research, design, implementation and monitoring of our client portfolios. Hal closely monitors performance and risk within individual client portfolios, oversees asset allocation policy, and performs financial needs analyses.

Hal attained a MS in Business Administration from Webster University and an undergraduate degree in Marketing and Finance from the University of Oregon (go DUCKS !) Hal lives in Granite Bay, California, with his wife, Cathy, and two children, Matthew and Elizabeth. He enjoys golfing and snow skiing with the family and is active in his church. Hal and his family spend Easter vacations in Victoria, Mexico with his church mission building homes and serving the people of rural Mexico.

Robert Cucchiaro

Partner

925-927-1900

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Robert (Rob) Cucchiaro is a partner of Summit Wealth & Retirement Partners. Rob is a graduate of Cornell University with a Bachelor of Science degree in Industrial & Labor Relations. He holds the Certified Financial Planner (CFP), Chartered Retirement Planning Counselor (CRPC) and Accredited Asset Management Specialist (AAMS) designations.

Rob entered the industry over a decade ago with Lincoln Financial Advisors where he served as President & Managing Principal for one of their subsidiary business units, California Fringe Benefits. Under Rob’s direction this group grew revenues from $21M to $29M during his tenure. Over the course of this time Rob also established and ran Cucchiaro Wealth Management, a boutique wealth management firm serving affluent families through California, Oregon, and Washington.

Rob has had the privilege of helping hundreds of families with everything from preparing for retirement to business succession planning to advanced estate and wealth transfer planning. Rob acts as his client’s “financial quarterback” providing solutions in all aspects of wealth management, while bringing in subject matter experts when necessary and coordinating those relationships for his clients.

Rob lives in Pleasant Hill, California with his wife Maryline and his two children, Dylan and Tyler. He enjoys traveling, golfing, and spending time with his young family.

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 six years of financial services experience having been 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. She enjoys traveling, crossfit, paintball, and contemprary 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.

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

Summit Wealth & Retirement Partners, Inc. is Independent of VSR.

Financial Planning Offered Through Summit Wealth & Retirement Partners, Inc.

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 California, Colorado, Connecticut, Illinois, Montana, New York, Nevada, Oregon, Texas, Utah, and Washington.

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