Rob Cucchiaro, CFP®
President
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.
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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. In addition to holding a CERTIFIED FINANCIAL PLANNER® (CFP®) certification, I also hold my Series 7, 66, and 24 licenses, and hold certifications in asset management and retirement planning. Outside of work, I enjoy golfing and spending time with my wife Maryline and our three children, Dylan (16), Tyler (14) and Nyla (11).