Episode 104: Guest Steve James embraced financial planning in college, starting with a presentation to students on saving, then building a practice in the education markets and later with a comprehensive financial services firm as Managing Director of Summit Financial Solutions – coaching colleagues and elevating success
Integrity, commitment, flexibility, and kindness are at the core of Cambridge’s values and drive the Spirit of Cambridge. Join our host, Cambridge CEO Amy Webber, for each Cambridge Stronger episode as she invites independent financial professionals to offer insight on how they integrate values and purpose in their care for their investing clients; and hear their stories on how they got their start as well as why they are in the advice profession.
Steve James, managing director of Summit Financial Solutions in Arizona, earned his undergraduate degree from Arizona State University, and joined Cambridge in 2004. In 2019, he was one of three Spirit of Cambridge honorees announced at Cambridge’s annual national conference, Ignite. Steve finds that elevating other financial professionals’ success is one of the most rewarding aspects of his career, and that life is too short to work with people you don’t enjoy. Outside of work, you can find Steve in the mountains or by the ocean. He loves spending time with his wife and two children outdoors, whether that be hiking, skiing, or anything else in nature. When in Arizona, he recommends skiing or snowboarding at Sunrise Mountain or the Arizona Snowbowl. https://www.summitfinancialsolutions.com/
Summit Financial Solutions is headquartered in Tempe, Arizona, and specializes in retirement planning and insurance management for individuals and families, as well as financial and retirement planning for university professors and employees. Their biggest goal is to assist their clients in all aspects of their financial lives through providing personal, sincere service to each and every one of their clients. Steve and his team operate with the values of integrity, commitment, loyalty, and kindness in mind, as they continue to serve their clients through multiple generations and provide support in the pursuit of financial freedom.
Registered Representative, Securities offered through Cambridge Investment Research, Inc., a Broker/Dealer, member FINRA/SIPC. Investment Advisor Representative, Cambridge Investment Research Advisors, Inc., a Registered Investment Advisor. Cambridge and Summit Financial Solutions are not affiliated.
Testimonial statements and personal experience stories may not be representative of the experience of others and is no guarantee of future performance or success.
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