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Steve Wilcox

As one of the founding partners of Summit Financial Group, Steve has spent over 20 years helping clients make their financial lives better. As a comprehensive planner, he gets to know the entirety of a client situation before making recommendations to align their resources with their goals.

Steve is a born educator and enjoys the opportunity to teach financial concepts. He speaks throughout the community on a wide variety of financial topics, helping educate the public about better stewardship of their financial resources. Steve is always available to speak to groups, no matter the size, and is passionate about providing common sense solutions to some of life’s more complex financial issues.

Steve makes community service a professional and personal priority. He was instrumental in forming the Summit Charity Golf Tournament which raises money for a different local charity each year. He also serves locally in the Rotary Club of San Ramon, is on the Board of Directors for Leadership San Ramon Valley, and was named San Ramon’s Business Person of the year in 2011.

Through serving the community, and helping people prepare their financial lives, Steve is able to do what he loves best; help people secure their financial futures while improving the community around us.

On weekends and during his free time, Steve can often be found on a golf course trying to improve his game, or a local park where he and his wife are either cheering or coaching their kids in sports. Steve loves to travel, visit new destinations all over the world, and proudly return to the best country on Earth! Steve, his wife Sharon, sons Christopher and Colton, and his daughter Shelby are proud to call Danville home.

Company Name : Summit Financial Group, LLC
Job Title : Partner, Financial Advisor
Judging Category(s) : Community Service
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