About – Jeff Belmonte
Jeff Belmonte, CFP®
Co-Founder & Advisor
Jeff co-founded SummitView Advisors to create an independent, client-focused firm structured around thoughtful planning, extraordinary service, and deep relationships. He specializes in helping people plan for and thrive through transitions such as entering retirement, selling a business or planning for future generations. Through careful financial planning and customized portfolio management, Jeff helps clients reach their goals while living life well and with great purpose. Jeff is based out of Grand Rapids, MI. He works with clients across Michigan and virtually throughout the country.
Jeff has worked in financial services and investment management for over 15 years. Previously, he coached at the highest levels of collegiate athletics for more than a decade. Jeff has always had a coaching and pioneering spirit. He has completed several certifications and trainings focused on leadership development. Jeff is a CERTIFIED FINANCIAL PLANNER™ practitioner and has a BA from Aquinas College with dual majors in Economics and Business Administration
Jeff is on the board of Grace Explorations. He lives in the Grand Rapids area with his wife Jen, who is a licensed counselor, and their two boys. In his free time, you will find Jeff enjoying the outdoors whether it be making fresh tracks on the ski slopes, hunting for deer in northern Michigan or working on his golf swing.
SummitView Advisors provides our clients with comprehensive planning and investment management services so they can accelerate their arrival at the life they want.
250 Monroe Ave NW, Ste 400
Grand Rapids, MI 49503