Nathan Bennett is a Partner at Summit Financial Group, LLC and a Financial Advisor at RJFS. Based in San Ramon, CA.
Nathan Bennett is a Partner at Summit Financial Group, LLC and a Financial Advisor at RJFS. He specializes in advising private business owners, successful professionals, and their families, often referred to as a "financial quarterback." Nathan also has expertise in Exit and Succession Planning for business owners, a topic he frequently speaks on.
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