Basic Information
-
Company
Summit Legacy Strategies -
Phone
9793736549 -
Email
Lupe.x.mata@glic.com -
Mobile phone
9793736549 -
Website
summitlegacystrategies.com -
About me
On a mission to help as many people thrive as possible. Ensuring a prosperous financial future for those who serve others and create a better world for the communities we touch.
I help business owners, energy professionals, healthcare professionals, real estate professionals, and families achieve financial prosperity by protecting assets and growing their wealth beyond what they thought possible. Wealth Beyond Money.
🔸MBA Student at University of St. Thomas, with concentration in Strategic Leadership and Marketing. Additionally pursuing a Master in Finance, MSF.
🔸With 7 years in the financial services industry, I have worked at large institutions like Fidelity Investments and smaller boutique firms, discovering a passion for working with individuals and families to simplify their financial journeys.
🔸Working at a firm like Summit Legacy Strategies, Wealth Beyond Money, gives me the freedom and flexibility to better serve my clients. As well as, leverage state of the art technology and a deep bench of experts that can bring their experience to bear, as we help plan for the complexities of life and business.
Financial Planning | Investment Management | Risk Management | Business Planning
Registered Representative and Financial Advisor of Park Avenue Securities LLC (PAS). Securities products and advisory services offered through PAS, member FINRA, SIPC. Financial Representative of The Guardian Life Insurance Company of America® (Guardian), New York, NY. PAS is a wholly owned subsidiary of Guardian. SUMMIT LEGACY STRATEGIES is not an affiliate or subsidiary of PAS or Guardian. This material is intended for general use. By providing this content The Guardian Life Insurance Company of America, Park Avenue Securities LLC, affiliates and/or subsidiaries, and your financial representative are not undertaking to provide advice or make a recommendation for a specific individual or situation, or to otherwise act in a fiduciary capacity. Guardian, its subsidiaries, agents and employees do not provide tax, legal, or accounting advice. Consult your tax, legal, or accounting professional regarding your individual situation. Links to external sites are provided for your convenience in locating related information and services. Guardian, its subsidiaries, agents and employees expressly disclaim any responsibility for and do not maintain, control, recommend, or endorse third-party sites, organizations, products, or services and make no representations to the completeness, suitability, or quality thereof.