Kim Damiani- Summit Financial Group LLC
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Financial advisor helping businesses and individuals with financial strategies. 2026 Forbes Best-in-State Wealth Management Teams More: https://bit.ly/4rXUfUA.
2026 Forbes America's Best-In-State Wealth Management Teams, developed by Shook Research, is based on the period from 3/31/2024 to 3/31/2025 and was released on 1/7/2026. Approximately 12,787 team nominations were received and 6,149 advisor teams won. Neither Raymond James nor any of its advisors pay a fee in exchange for this award. Please see https://bit.ly/40mwRVe for more info.
08/21/2026
As technology companies invest heavily in AI data centers, the impact on cash flow is coming into focus. Learn more about negative free cash flow and why it doesn't necessarily signal an end to the AI investment cycle:
AI infrastructure spending puts free cash flow levels in focus raymondjames.com
08/18/2026
I'm honored to be recognized on the 2026 Forbes | SHOOK Best In State Next Gen Wealth Advisors ranking. This recognition reflects the trust my clients place in me every day and the incredible support of my team. I am deeply grateful for the relationships, collaboration, and shared success that make this work so meaningful.
We are excited to announce that Kim Damiani, CFP®, CEPA® has been recognized on the 2026 Forbes | SHOOK Best-In-State Next Gen Wealth Advisors ranking! Congratulations on this outstanding accomplishment and your continued commitment to helping clients achieve their financial goals.
Many families assume they won't qualify for financial aid and skip the FAFSA altogether. However, completing the application may open the door to grants, scholarships and other opportunities that could help reduce education costs.
With the process now simpler than in years past, it may be worth taking the time to explore what's available.
https://www.raymondjamesconnect.com/KKT_u
08/06/2026
Sector rotation helped the markets hold steady in July, with performance in sectors like health care, financials and energy making up for a slowing tech sector. Get the details in the July market recap:
July review: Markets navigate US-Iran tensions, sector rotation and policy uncertainty raymondjames.com
07/31/2026
What Retirement Actually Feels Like: Why The First Year Matters More Than You Think forbes.com
07/14/2026
Running a business on your own comes with unique retirement planning considerations. Discover how an owner-only 401(k) plan can help you make the most of your retirement savings opportunities:
Is your business a solo show? Learn about owner-only 401(k) plans raymondjames.com
07/09/2026
Explore four ways to teach your children valuable skills that set them up for professional – and personal – success:
Four ways to teach your kids about business raymondjames.com
07/06/2026
Today's market backdrop reflects a tension between expectations and reality, with a resilient economy despite higher oil prices and geopolitical noise. Raymond James Chief Investment Officer Larry Adam shares the key drivers shaping the economic outlook:
Investing outlook: strength, surprises and the road ahead raymondjames.com
06/24/2026
Financial education at an early age can help lay the groundwork for lifelong financial confidence. Learn strategies for introducing age-appropriate money lessons that can make a lasting impact:
Dollars and sense: Teaching financial literacy early pays off raymondjames.com
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2633 Camino Ramon, Suite 200
San Ramon, CA
94583
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| Monday | 8am - 5pm |
| Tuesday | 8am - 5pm |
| Wednesday | 8am - 5pm |
| Thursday | 8am - 5pm |
| Friday | 8am - 5pm |
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