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

    *Recipient advisor or wealth manager of an award and/or ranking is no guarantee as to future investment success, nor is there any guarantee that the selected wealth managers will be awarded this accomplishment in the future. Disclosures for Awards and Rankings are available here.

    **Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, CERTIFIED FINANCIAL PLANNER®, and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization’s initial and ongoing certification requirements to use the certification marks.

    Let’s work together