About Us

American Summit Financial is a registered investment adviser and California based LLC established as a place for independent and highly ethical financial advisers to better serve their client’s needs. Our independence helps minimize conflicts of interest, ensuring that our advisers consider all available investment options, free from any internal pressure to push house products. We currently utilize Interactive Brokers for account custody and trading services.

Over the last 40 years, Interactive Brokers Group, Inc. has grown to become one of the premier securities firms with over $6 billion in equity capital and executing nearly 1,000,000 trades per day. Interactive Brokers is headquartered in Greenwich, Connecticut and has over 1,100 employees in its offices in the US, Switzerland, Canada, Hong Kong, UK, Australia, Hungary, Russia, Japan, India, China and Estonia. IB is regulated by the SEC, FINRA, NYSE, FCA and other regulatory agencies around the world.

Matthew Traub is an investment adviser and financial planner with several years of experience in the financial services industry. He spent three years writing investment research on individual stocks for institutional investors, most recently as a Senior Associate with Citigroup’s equity research team. Since that time, he has spent three additional years helping individuals and businesses with their investment and financial planning needs. Matthew is a CFA candidate, having passed all three levels of the CFA exam; he is looking forward to becoming a CFA charter holder upon completion of the remaining required work experience. The CFA is widely regarded as the gold standard of professional and ethical credentials in the investment industry. The CFA Program is a 3 year course that requires passing 18 hours of exams across 10 topic areas ranging from portfolio management and wealth planning to equity, fixed income and alternative investments, to ethics and professional standards, quantitative analysis, economics, and financial statement analysis, and reporting. Matthew is also in the process of earning both his CFP and ChFC credentials, two of the most rigorous financial planning designations available.

Aside from his educational and professional background, Matthew loves his job because he gets to spend every day working with and helping people! Exceptional financial advice and wealth management is more than just superior investment performance; strong relationships and trust are paramount, few things are more personal than our finances. Matthew sees himself not only as a financial planner and investment manager, but also as a financial coach, teacher, listener, and friend.