Our client experience
is high touch and high impact

second summit is built on three key principles

01.

We are fee-only

That means a simple, easy-to-understand fee structure with no hidden incentives.

We don’t accept commissions or third-party payments.

02.

We operate as a fiduciary

This means being legally and ethically bound to act in your best interests.

We will disclose conflicts whenever they arise.

03.

We are independently owned

Our independence allows us to select the partners and product offerings that we believe are best suited to your needs, without compromise.

SABRINA LOWELL

“Our clients span many life stages including dual-income couples, “bread winning” career-minded women, corporate executives, pre- and post- IPO tech employees, and retirees.”

Sabrina Lowell, Founder and CEO

In working with clients for over two decades, I pair technical knowledge with certified coaching skills that help clients define goals, clarify strategies, and reach “a-ha” financial moments.

I am also passionate in cultivating future generations of female talent in the profession.

At Second Summit, we focus on providing a boutique firm feel that emphasizes personal touch and 1:1 relationships. We also know how important it is to provide industry-leading service and infrastructure. Through strategic partnerships, Second Summit harnesses a deep bench of expertise encompassing client service, operations, and portfolio management teams.

We look forward to starting a conversation together.

Credentials

  • CERTIFIED FINANCIAL PLANNER®

  • Certified Professional Co-Active Coach® (CPCC)

Recognition

  • SF Business Times
    Most Influential Women
    2020

  • WealthManagement.com
    Top Ten to Watch
    2019

  • Investment News
    Women to Watch
    2018

  • FPA, Recipient of the National Heart of Financial Planning Award
    For extraordinary work in the financial planning industry
    2015

  • Investment News
    40 under 40
    2014

  • SF FPA, San Francisco Heart of Financial Planning Award
    2014

Involvement

  • CFP Board Center for Financial Planning
    Women’s Initiative (WIN) council member

  • FPA NexGen
    Inaugural member and past president for a community with 3,500+ members nationally

  • FPA Residency Program
    Dean

  • XYPN Residency Program
    Former mentor

  • FPA Externship Program
    Former teacher

  • Leadership San Francisco
    Graduate

  • Olympic Club
    Former committee Chair (Admissions, Standards)

  • The Junior League of San Francisco
    Former board member

Education

  • BA, Business Administration
    Principia College

  • Certificate, Personal Financial Planning
    University of California,
    Berkeley

Let’s work together