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Friday, Sep 20, 2024

Leaders to Know: Finance 2024 – Neil Elmouchi

Custom Content by the Los Angeles Business Journal: Inside The Valley

NEIL ELMOUCHI
Managing Director
SageView Advisory Group

Neil Elmouchi, who currently serves as managing director of SageView Advisory Group, founded and served as the primary financial advisor of Summit Financial Consultants from 1985 until 2022 when the firm was acquired by SageView Advisory Group.

He has been the trusted advisors of local individuals and families in the San Fernando Valley for decades, transforming personal relationships into professional ones. He embraces a relationship-based approach to financial planning and prioritizes a culture of putting people first for his clients and his team. Elmouchi believes that life is not a “dress rehearsal.” He asserts that, “you either get it right the first time or you don’t.”

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