About Our Speakers:
Vanessa Savage, CFP®, CEPA®, RICP®, CWS®
Private Wealth Advisor
Financial Advisor, RJFS
Director, Summit Financial Group, LLC
Vanessa is deeply committed to guiding her clients toward achieving their financial aspirations. With a passion for demystifying the intricate world of finance, she takes pride in transforming complex financial concepts into clear, actionable strategies. Vanessa’s primary focus is to create tailored financial roadmaps designed to positively impact the lives of her clients. She specializes in retirement planning, cash flow planning, investment management, risk management, and estate planning. Vanessa was named as one of Forbes Best-in-State Top Women Wealth Advisors and Forbes Best-in-State Wealth Advisors in 2025. She has also earned the Private Wealth Advisor designation from Raymond James. This designation reflects her experience in managing the financial concerns of families, individuals, and organizations of significant wealth, and her mastery of methods and resources necessary to support their expansive financial complexities.
Her approach to financial planning is both thorough and methodical. Vanessa believes that effective financial guidance begins with a comprehensive analysis of her clients’ financial situations, allowing her to deliver personalized and well-informed recommendations. She emphasizes the importance of staying closely aligned with her clients as their lives evolve, ensuring that their financial strategies remain relevant to their changing goals and circumstances.
Vanessa earned her bachelor’s degree in business economics from the University of California, Santa Barbara, equipping her with a strong foundation in analytical and economic principles. Residing in Danville, California, Vanessa cherishes her time with her husband, Steven, and their three sons—Brody, Drew, and Vincent. Together, they enjoy an active lifestyle in their Bay Area community and beyond.
Gina Morais, CFP®, CEPA®, CWS®
Private Wealth Advisor
Financial Advisor
Summit Financial Group, LLC
As a cancer survivor and a dedicated provider for her family, Gina leaves nothing to chance. Her journey through cancer treatment and the accompanying uncertainties have reinforced her belief in the critical importance of financial planning through informed decisions. Her family is her top priority, a sentiment she extends to her clients. Gina's mission is to ensure that families are always well-cared for—today, tomorrow, and always.
Through meticulous planning, Gina assists clients with two of life's three pillars: health, wealth, and family. Recognizing that life can change unexpectedly, she creates tailored paths to help clients achieve their financial goals through investment management, risk management, retirement planning, and legacy planning. The financial planning process, which Gina firmly believes in and adheres to professionally, is the cornerstone of her approach to assisting clients with their financial decisions.
Gina's attention to detail and unwavering desire to help others enable her to craft specialized plans that lay a solid foundation for her clients to achieve life's significant milestones. She cherishes hearing stories of clients sending their children to college, enjoying travel, retiring early, and spoiling grandchildren.
In 2025, Gina was honored as one of Forbes' Top Women Wealth Advisors and earned the Private Wealth Advisor designation from Raymond James. This designation reflects her expertise in managing the financial concerns of families, individuals, and organizations of significant wealth, as well as her mastery of the methods and resources necessary to support their complex financial needs.
Gina joined Summit in 2012 and holds a bachelor's degree in financial planning from Franklin University. Outside of the office, she enjoys spending time with her husband, Tony, and their three children, AJ, Kylie, and Danika.
