Kim Damiani- Summit Financial Group LLC

Wealth can open doors, but values help guide the path forward. Learn how a clearly defined and shared vision for your family's wealth can help preserve your legacy and prepare future generations to make thoughtful financial decisions.

Foster financial literacy and family values raymondjames.com

It's was a privilege to participate as a panelist at the Women's Business Symposium! Thank you to the Livermore Chamber of Commerce, TVNPA, and Visit Tri-Valley for coordinating this impactful event. Still in awe I was on stage with these successful leaders! A big shout out to my friends, Summit Financial Group, LLC family, & Three Valleys Community Foundation team who showed up to support me. I'm blessed to have you all in my life!

This recognition wouldn’t be possible without our clients. Thank you for your continued trust and the opportunity to help guide your financial decisions with care and purpose!

We're honored to be named to the 2026 Forbes Best‑In‑State Wealth Management Teams list. This recognition reflects our commitment to doing it right and pursuing our mission of Enriching Lives—of our clients, our people, and our community.

Thank you for being part of the Summit journey. We look forward to what lies ahead!



*2026 Forbes America's Best-In-State Wealth Management Teams, developed by Shook Research, is based on the period from 3/31/2024 to 3/31/2025 and was released on 1/7/2026. Approximately 12,787 team nominations were received and 6,149 advisor teams won. Neither Raymond James nor any of its advisors pay a fee in exchange for this award. More: https://bit.ly/4rXUfUA. Please see https://bit.ly/40mwRVe for more info.