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3 Point Drive Suite 301 Brea, CA 92821

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Office: 714.581.8685

Fax: 714.581.8682

3 Point Drive

Suite 301

Brea, CA 92821

jerryk@summitfis.com

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The content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation. Some of this material was developed and produced by FMG Suite to provide information on a topic that may be of interest. FMG Suite is not affiliated with the named representative, broker - dealer, state - or SEC - registered investment advisory firm. The opinions expressed and material provided are for general information, and should not be considered a solicitation for the purchase or sale of any security.

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Copyright 2021 FMG Suite.

Securities and Investment Advisory Services are offered through Registered Representatives of Hornor, Townsend & Kent, LLC. (HTK). Registered Investment Advisor, Member FINRA/SIPC. 16845 Von Kaman Ave Ste 225, Irvine CA 92606 (949) 754-1700. Summit Financial & Insurance Services and other listed entities are not affiliated with HTK unless otherwise noted. HTK is a wholly-owned subsidiary of the Penn Mutual Life Insurance Company and does not offer tax or legal advice. 3225797RB_Sep23

We are insurance and securities licensed in our resident state of CA, as well as Alabama, Arizona, Arkansas, Colorado, Connecticut, Delaware, Illinois, Kansas, Florida, Hawaii, Iowa, Massachusetts, Michigan, Montana, Nebraska, Nevada, New Hampshire, New Mexico, Ohio, Oregon, Pennsylvania, South Carolina, South Dakota, Texas and Washington. Please contact us for additional listing of licensed states. This is not an offer or solicitation in any state where not properly licensed or registered.

Gerald Kleber CA Ins Lic# 0C78213

Raz Bracha CA Ins Lic# 0L91550

The Five Star Wealth Manager award, administered by Crescendo Business Services, LLC (dba Five Star Professional), is based on objective criteria including credentialing and designations, compliance with Firm and regulatory standards, client retention rates, households served and assets managed. Wealth managers do not pay a fee to be considered or awarded. Once awarded, wealth managers may opt to purchase additional profile ad space or related award promotional products. The award methodology does not evaluate the quality of services provided, and the award is not indicative of the award winner’s future performance.