Fely Tovar

In by Summit Wealth Team

Fely Tovar

Operations Associate

Fely Tovar

Operations Associate


About Fely Tovar

Fely Tovar joins Summit Wealth as an Operations Associate with over five years of experience in the financial services industry. She holds her FINRA Series 6 through LPL Financial and Series 63 registration through LPL Financial and Summit Wealth Management Group, Inc. Fely focuses on cultivating positive relationships and providing a warm welcome to our valued clients. In addition, she provides business development, compliance, and administrative support to keep the company operations running smoothly.

Fely has worked in both customer services and special event planning over the past 35 years. Her creativity and meticulous organization skills are a strong asset to Summit Wealth.

Fely has been a resident of Ventura County for nearly 20 years. She studied Journalism at San Diego State University. Fely is an avid tennis player and lives in Oxnard with her husband, daughter, and cat, Smokey.

Let's Talk!

As a prospective client, we invite you to schedule a complimentary discovery meeting in our offices to talk about your current situation and circumstances as well as your long-term objectives. Our initial meeting will focus on you, your family, and your aspirations. You’ll have an opportunity to interview us and find out why we may be a good fit for pursue your financial goals.
Name(Required)
This field is for validation purposes and should be left unchanged.