Neil Elmouchi, ChFC®, CEPA®, CLU®
Managing Director
Neil Elmouchi, believes, “Life is not a dress rehearsal, you either get it right the first time or you don’t.” Neil is Managing Director of SageView’s Westlake Village, CA office and embraces a relationship-based approach to financial planning and prioritizes a culture of putting people first for his clients and his team.
Previously, Neil was Founder, Partner, Co-CEO and Senior Wealth Advisor at Summit Financial Consultants. He founded the firm in 1985 to help his clients better understand the complicated world of personal finance while creating processes to help them pursue their desired retirement objectives.
Neil has more than 30 years’ experience in the financial services industry and is a Chartered Financial Consultant (ChFC®), Accredited Investment Fiduciary (AIF®), Certified Exit Planning Advisor (CEPA®), Chartered Life Underwriter (CLU®), and holds a California Insurance License. He currently holds the Series 24,31,7, and 63 securities registrations.
Neil and his wife, Martha, have two children and five grandchildren. Away from work, Neil enjoys playing golf, Krav Maga, a form of martial arts, hiking and traveling with his wife.