Fundraising FoxGolden Summit
Pleasanton · Seed · 30 people tracked
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Investment thesis
Golden Summit Wealth & Insurance Solutions is a financial planning, retirement, and wealth management firm affiliated with MassMutual, serving clients through a network of financial professionals across multiple locations.
Source: firm website, verified Oct 2, 2026.
Team · 30 people
from the firm's website
Chief executive and general agent leading Golden Summit Wealth; holds CLU, ChFC, and CFP designations.
Co-general agent leading the firm alongside Greg Cohn; holds an MBA.
Chief financial officer; holds FLMI and SHRM-SCP designations.
Frequently asked questions
- What stage does Golden Summit invest at?
- Golden Summit invests at the Seed stage.
- Where is Golden Summit located?
- Golden Summit is headquartered in Pleasanton, US.
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