George Blenner (CFP®, MBA)

George Blenner focuses in the
following client markets or areas of practice:

  • Cash Flow/Budgets/Credit Issues
  • College/Education Planning
  • Investment Advice with Ongoing Management
  • Middle Income Client Needs
  • Retirement Planning & Distribution Rules

Planning Specialties

Summit Financial Advisors LLC provides fee-only financial planning to individuals, couples, families, and small businesses. We believe that everyone can benefit from financial advice, so there are no account or income level minimums.

In your busy life, you may not have the time to fully investigate and compare investment options. When faced with so many choices, many people postpone making financial decisions, missing opportunities to maximize their assets. A Certified Financial Planner from Summit Financial Advisors LLC has the knowledge and expertise to guide you through the decision-making process , evaluating products, and setting a course that is right for your individual life situation and goals.

Additional Information

George M. Blenner, Certified Financial Planner and founder of Summit Financial Advisors LLC, received his Bachelor of Science degree Summa Cum Laude from Columbia University, New York. He earned his Master of Business Administration degree from LaSalle University, Philadelphia, where he was inducted into Beta Gamma Sigma, the national business honor society. He completed the Certified Financial Planner curriculum from the American College.

Prior to becoming a financial planner, Blenner was a successful businessman. He is a member of the National Association of Personal Financial Advisors [NAPFA].

NAPFA Start Date

January 26, 2004

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This Office

1500 Market Street 12th Floor, East Tower Philadelphia, PA 19102 Phone: (215) 579-1005 Fax: (215) 579-1002

Other Offices

196 W Ashland St Fl 1 Doylestown, PA 18901-4040 Phone: (215) 579-1005 Fax: (215) 579-1002
12 Penns Trl Ste 351 Newtown, PA 18940-1892 Phone: (215) 579-1005 Fax: (215) 579-1002