Broker Check

Team

Christopher L. Willis, CFP®, AIF®

Founder | Financial Consultant

(626) 795-9271

chris@seatosummitwm.com

Christopher L. Willis, CFP®, AIF® is a Registered Representative and Advisory Associate of Cetera Advisor Networks LLC, a full service Broker/Dealer and Registered Investment Advisor, member SPIC. Chris earned a Bachelor of...

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Whitney L. Willis, CFP®, CAIA®, CSSCS

Co-Founder | Financial Consultant

(626) 795-9271

whitney@seatosummitwm.com

Whitney L. Willis, CFP®, CAIA is a Registered Representative and Advisory Associate of Cetera Advisor Networks, LLC, a full-service Broker/Dealer and Registered Investment Advisor, member SPIC. Whitney received a Bachelor of...

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Patty Fujiwara

Client Service Specialist

(626) 795-9271

pfujiwara@seatosummitwm.com

Patty joined the firm in 2007 and provides outstanding client service and support. She is a valuable resource for general questions and servicing needs. As a registered administrative assistant, Patty holds her  Series 6 and 63...

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Cindy Owens

Client Service Specialist

(626) 795-9271

cowens@seatosummitwm.com

Cindy joined the firm in 1997 and provides outstanding client service and administrative support. She is a valuable resource for general questions and servicing needs. Cindy lives in Altadena, CA and is very active in the local...

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