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Welcome to TriSummit Investment Advisors
The professionals at TriSummit Investment Advisors (formerly known as TriSummit Financial), a California Registered Investment Adviser affiliated with broker/dealer LPL Financial. TriSummit Investment Advisors offer Certified Investment Management Analysis (CIMA) and Consulting (CIMC) for individual investors, foundations, and endowments. We take great pride in providing institutional standards for organizations and individual investors alike. Through a comprehensive investment advisory process, we develop and implement planned strategies appropriate for helping you pursue your long-term financial goals.
Director of Research