Steven Wilcox CAP®, CFP®, ChFC®, CFS
Steve makes community service a professional and personal priority. A lifetime subscriber in the theory of abundance, he believes all individuals and organizations benefit from giving back to the community. Steve has served on many non-profit boards throughout the community, and is a past president of his rotary club and Leadership San Ramon Valley. As a partner at Summit Financial Group, LLC, he was instrumental in forming the Summit Charity Golf Tournament which raises money for a deserving local charity each year. Through that process, and with the hope that the spirit of Summit giving will live on for generations to come, he and business partner Nathan Bennett created the Summit Financial Foundation. Steve lives in Danville and has three children: Christopher, Shelby, and Colton.
