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Fee-Only Investment Advisory and Financial Planning Firm Serving Greater Richmond, Virginia

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Financial Planners in the News

Our team at Summit Financial Partners contributes expertise and advice as financial planners to a number of publications, podcasts, and news stations nationally, in Central Virginia, and in the Greater Richmond area.

Forbes

Jennifer Luzzatto contributes regularly as a Forbes Council Member. The Forbes Finance Council is an invitation-only organization for senior-level finance executives.

You can find a listing of Jennifer's top articles on the Forbes site.

Some of Jennifer's top financial advice articles are also linked here:

  • Jennifer Luzzatto, Founder of Summit Financial Partners
  • Women Leading The Finance Industry: Jennifer Luzzatto Of Summit Financial Partners On The 5 Things You Should Do To Increase Your Financial Literacy
  • Make it Your New Years Resolution to Figure Out Your Net Worth
  • What you need to have in place before your child is born
  • What to Do With Your Investments During an Election Year
  • 3 Legal Documents You Need When Your Child Turns 18
  • Planning for Retirement? Understanding Your Perspective on Life Can Help
virginia this morning

CBS Channel 6 News - Richmond, VA

Jennifer Luzzatto appears regularly on WTVR's Virginia This Morning to provide financial advice to viewers in the greater Richmond area.

Click links below to see her appearances:

summit financial partner jennifer on tv

Should You Add Stock to Your Portfolio?

summit financial partner jennifer on tv

Inheriting Chaos with Compassion

summit financial partner jennifer

Three Legal Documents to Have in Place with Your Adult Children

summit financial partner jennifer video

Insights for Life After COVID-19

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Financial Considerations As Your Child Becomes More Independent

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Inc.com recommends Jennifer's book Inheriting Chaos with Compassion in 8 Books Written By Entrepreneurs to Help You Find Motivation

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We can help you reach your goals!

For over twenty years, Summit Financial Partners has been helping individuals and families reach their financial goals and to enjoy the comfortable retirement lifestyle they dreamed of with our investment management.

Our offices are located just outside of Richmond in Glen Allen.

We proudly serve the City of Richmond, Charles City County, Chesterfield County, Goochland County, Hanover County, Henrico County, New Kent County, and Powhatan County.

We also serve clients across the country with fully virtual client service options.

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Summit Financial Partners
5231 Hickory Park Drive, Suite A, Glen Allen, VA 23059

Fee-Only Investment Advisory and Financial Planning Firm
Serving the Greater Richmond, VA Region since 1999

© 2026 Summit Financial Partners

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