Robert
Cucchiaro

Summit Wealth And Retirement Partners

CRD#4582239
Investment Advisor
in Danville, CA

Answer a few questions and
get matched with an advisor.

Find an Advisor

About this Advisor

Robert Cucchiaro is a certified financial planner based out of Danville, California who has 6 years of relevant experience. Cucchiaro works at Summit Wealth And Retirement Partners. The advisor has gained experience at Vsr Financial Services, Inc, Vsr Advisory Services, Summit Wealth & Retirement Partners, Mutual Securities, Inc, Summit Tax Planning Dba Data Count Tax & Financial Services, Glg Consulting and Financial Advisor Field Guide. Cucchiaro holds a Series 66 license, certifying them as both a securities agent and an investment advisor representative, and can work in California, Idaho, Indiana and Texas. Summit Wealth And Retirement Partners is a registered investment company that has its headquarters in Danville, CA. The firm has offices in four locations and a total of 12 employees. It controls $642 million in assets under management among its 887 accounts, placing it among the larger firms in the United States by assets under management. Of its 887 accounts, 49% belong to high-net-worth clients who have at least $1 million in investable assets. The firm performs a number of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services and selection of other advisers. Fees charged by financial advisors largely are based on the type of services. However, fee types billed by Summit Wealth And Retirement Partners can include asset-based and fixed fees.

Certifications and Registrations

Series 66, CERTIFIED FINANCIAL PLANNER™

Years Registered*

6 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Pension consulting services, Selection of other advisers

Fee Structure

Percentage of Assets, Fixed Fees

Office Location

55 Oak Ct, Suite 210
Danville, CA 94526

Not sure which advisor is right for you? Use our matching tool.

Our matching tool simplifies the process of finding a financial advisor. To match you with top financial advisors nearby, we ask you a series of questions about your retirement plans, life status, investment goals and advisor preferences, which are all important topics to consider when choosing a financial advisor. Based on that information, we match you with financial advisors near you who suit your needs. Our matching tool has connected more individuals with financial advisors than any other service in the U.S. Click here to get matched with an advisor today.

Summit Wealth And Retirement Partners Brokerage Details

Total Assets Under Management

$642,042,879

CA Average: $7,578,581,321
Total Number of Employees

12

CA Average: 43
Total Number of Accounts

887

CA Average: 3,727
Average Account Size

$723,836

CA Average: $2,033,427

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Pension consulting services
  • Selection of other advisers

Robert Cucchiaro Work History

Robert has been registered as a financial advisor for 6 years.*

2022 - Present (2 years)

Financial Advisor Field Guide

2018 - Present (6 years)

Glg Consulting

2016 - Present (8 years)

Mutual Securities, Inc

2014 - Present (10 years)

Summit Tax Planning Dba Data Count Tax & Financial Services

2012 - Present (12 years)

Summit Wealth & Retirement Partners

2012 - 2016 (4 years)

Vsr Financial Services, Inc

2012 - 2016 (4 years)

Vsr Advisory Services

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.

Disclosures

Please visit the SEC profile of Robert Cucchiaro to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Summit Wealth And Retirement Partners

Robert Cucchiaro
Danville, CA
Harold Porter
Danville, CA
Jennifer Butler
Danville, CA
Naumdar Akhavan
Danville, CA
Dustin Burkhart
Danville, CA
Donald Mccloskey
Danville, CA
Scott Terry
Danville, CA

The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

The named financial professional and firm have not reviewed, approved, or endorsed this profile and are not responsible for its accuracy. Profile content is produced by SmartAsset independently of any business relationships that might exist between SmartAsset and the named financial professional and firm. Financial professionals and firms having business relationships with SmartAsset receive no special treatment or consideration in SmartAsset’s profiles.

This profile may include a firm or advisor that has a business relationship with SmartAsset, in which SmartAsset is compensated for lead referrals. SmartAsset is not a client of the aforementioned firms or advisors. SmartAsset did not receive compensation for including any of the firms or advisors in the aforementioned profile.

This page contains links to SmartAsset’s financial advisor matching tool, which may or may not match you with the advisor or firm mentioned in this profile. The matching tool does not include all available advisors and firms and matches based on specific criteria (investable assets, geography, and willingness to work with a remote advisor).

Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

Let us help match you with the right financial advisor for your needs.

Answer a few questions to get a personalized match.
Get started