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About Us

Our BeliefsWhere Conviction Meets Strategy

Our firm operates on the principle that financial clarity is achieved through rigorous analysis and a dedicated commitment to client objectives. We focus on providing the authority and structure needed to navigate complex professional transitions and retirement milestones.

Resilience


Push through the barriers.

Connection


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Intention


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Respect


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Authenticity


Push through the barriers.

Meet the team behind Summitwise Our Team of Dedicated Professionals 

Our professionals bring a depth of professional knowledge in retirement planning and risk management. We are committed to a service-oriented approach that prioritizes your family's long-term financial stability through customized and factual guidance.

William Shin

William Shin

Financial Planner

949-440-5374

James Hanna

James Hanna

Financial Advisor

760-964-9236

Alice Roe

Alice Roe

Financial Planner

714-381-9306

Who We Are Helping you transition with clarity and purpose.

We work to create a centralized hub for sharing resources that help clarify your financial path. By focusing on the specific details of 403b plans and long-term care insurance, we aim to help you build a strategy that supports your goal of staying retired comfortably.

Contact Us Let’s Get Started

Our team is ready to listen to your goals and help you determine the next steps for your retirement journey.

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