Sabrina Lowell
Second Summit Wealth Management · San Francisco, California
Sabrina Lowell is a fee-only financial advisor at Second Summit Wealth Management in San Francisco, California, who holds the CFP credential. Sabrina focuses on sustainable & impact investing. Second Summit Wealth Management reports charging a percentage of assets on its Form ADV.
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Specialties
Who they serve
- Executives
- Tech employees
- Retirees
Facts
| Firm | Second Summit Wealth Management |
|---|---|
| Based in | San Francisco, California |
| Fee model (firm's Form ADV) | Percentage of assets |
| Assets under management | $149.7M across 165 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in CA · CRD 5128934 |
| Firm size | 1 employee |
| Disclosures | None reported |
| Website | secondsummitfinancials.com |
| Profile |
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Questions about Sabrina
Is Sabrina Lowell a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Sabrina holds no broker registration, and Second Summit Wealth Management reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Sabrina charge for financial advice?
Sabrina's firm, Second Summit Wealth Management, reports charging a percentage of assets on its SEC Form ADV.
Where is Sabrina Lowell based?
Sabrina Lowell is based in San Francisco, California.
What does Sabrina specialize in?
Sabrina's specialties include sustainable & impact investing. Sabrina works with executives, tech employees and retirees.
What credentials does Sabrina Lowell hold?
Sabrina Lowell holds the CFP credential.
Is Sabrina Lowell registered with the SEC?
Yes. Sabrina Lowell is registered as an investment adviser representative in CA (CRD 5128934), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Second Summit Wealth Management manage?
Second Summit Wealth Management reports $149.7M across 165 accounts in assets under management.
How do I contact Sabrina Lowell?
Through Sabrina's website, secondsummitfinancials.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- Second Summit Wealth Management website : specialties, clients served, and fees, checked October 30, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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