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.

Get There

SummitView Advisors provides our clients with comprehensive planning and investment management services so they can accelerate their arrival at the life they want.

SummitView Advisors

250 Monroe Ave NW, Ste 400
Grand Rapids, MI 49503
616-425-2150

 

251 N. Rose Street, Ste 200
Kalamazoo, MI 49007
269-459-3090
contact@summitviewadvisor.com
Advisory services offered through Financial Life Management, LLC – Doing Business As – SummitView Advisors, a Michigan registered investment adviser. The adviser may not transact business in states where it is not appropriately registered, excluded or exempted from registration. Information presented is for educational purposes only and does not intend to make an offer or solicitation for the sale or purchase of any securities or investment advisory services. Investments involve risk and are not guaranteed. Be sure to consult with a qualified financial adviser and/or tax professional before implementing any strategy discussed herein.
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