Hi there,

I’m pleased to announce the addition of our newest team member at Certus Wealth Management – Summer Frisk, Office Administrator. 

Summer will run point on reaching out to you to schedule our regular meetings. If you ever need to touch base outside of our regular meetings, you are welcome to contact Summer directly via email (summer@certuswealthmanagement.com) or by phone (650.292.2841) and she will coordinate meeting details. 

A little bit about Summer: She has lived in the Northern California area for several years, and has also been a resident of San Diego, Oregon, Washington, and Hawaii. She has 8+ years of experience in the finance industry, particularly with scheduling. Her interests include traveling, hiking, cooking, spending time with her children, being by the ocean, and enjoying a great cup of coffee. 

I am excited to have Summer join us, and look forward to the great contributions she’ll make to our team. Welcome, Summer! 

Thanks,

Financial Advice is offered through Certus Wealth Management LLC, a Registered Investment Adviser. 
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