Sabrina Francis Lowell
Investment adviser representative at Second Summit Wealth Management, LLC
24 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$149.7MFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assets
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
24 years in the industry.
- Second Summit Wealth Management, LLCSep 2022 to now
- Self-employedJan 2017 to now
- Fort Point Capital Partners LLCNov 2021 to Apr 2024
- Private OceanOct 2018 to Nov 2021
- Mosaic Financial Partners, Inc.Jul 2002 to Oct 2018
Designations
- CFP® certification
Exams passed
No exams in this record.
State registrations
Registered as an investment adviser representative in 1 state (CA).
Second Summit Wealth Management, LLC
$149.7MAssets managed
38Clients
1Advisers
2 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 5128934
- Firm CRD
- 317984