Christina Zins has been Chief Executive Officer and Chief Compliance Officer of Summit Wealth Management Group since July 2026, is a control person of the firm and directly owns 75% or more of it. Christina Zins holds a Bachelor's degree in Business Administration and Psychology from the University of San Diego.
Summit Wealth Management Group, Inc. is a Camarillo, CA firm with $250M under management, 386 clients and 2 advisers in one office, as of its October 2026 filing.
Christina Zins is CEO / Wealth Advisor of Summit Wealth Management Group. Before joining the firm, she spent nearly half a decade at the LPL Financial headquarters in San Diego. Her background there was in consultative support for financial professionals.
Christina Zins’ longest registration is the current one, 10 years at LPL Financial LLC since 2016.
- – present · 5 yearsCamarillo, CA · Adviser representative · Firm CRD 170029
- LPL Financial LLCAlso current– present · 10 yearsAdviser representative and broker · Firm CRD 6413
Professional designations
Listed by Summit Wealth Management Group
- CFP®
Investment adviser representative registrations
Christina Zins is registered as an investment adviser representative in California, since November 2020.
- CaliforniaSince 4 November 2020
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 24 | General Securities Principal Examination | 10 November 2023 |
| SIE | Securities Industry Essentials Examination | Credited |
| Series 66 | Uniform Combined State Law Examination | 14 December 2017 |
| Series 7 | General Securities Representative Examination | 11 August 2016 |
- Name
- General Securities Principal Examination
- Name
- Securities Industry Essentials Examination
- Name
- Uniform Combined State Law Examination
- Name
- General Securities Representative Examination
- Full name
- Christina Faye Zins
- CRD
- 6344132
- Firm
- Summit Wealth Management Group · CRD 170029
- Role
- Chief Executive Officer and Chief Compliance Officer
- Office
- 400 CAMARILLO RANCH ROAD, SUITE 202, Camarillo, CA 93012
- Registration
- Investment adviser and broker registrations
- In the industry since
- August 2016
- Disciplinary history
- Not yet shown here · SEC record · BrokerCheck
- Firm bio
- yoursummitwealth.com
Where does Christina Zins work?
Christina Zins has been Chief Executive Officer and Chief Compliance Officer of Summit Wealth Management Group, Inc. since July 2026, and is a control person of the firm.
Is Christina Zins a financial advisor?
Yes. Christina Zins has a current investment-adviser registration in California, through Summit Wealth Management Group since November 2020.
How many years of experience does Christina Zins have?
Christina Zins has 10 years in the financial industry, since August 2016, across 2 adviser firms.
What exams has Christina Zins passed?
Christina Zins has passed 3 licensing exams: the Series 7, Series 66 and Series 24. The earliest, the Series 7, was passed in August 2016. FINRA credited Christina Zins with the SIE, which began in October 2018.
Where is Christina Zins based?
Christina Zins’ registered office is in Camarillo, CA.
Is Christina Zins registered with FINRA?
Yes. Christina Zins has a current broker registration, under CRD 6344132.
Source: FINRA BrokerCheck
Is Christina Zins a CFP?
Summit Wealth Management Group lists Christina Zins with the CFP credential (“CFP®”) on its website. CFP Board confirms certification status.
How can I verify Christina Zins’ record?
Search CRD 6344132 on the SEC’s adviser search (adviserinfo.sec.gov) and FINRA’s broker search (brokercheck.finra.org), which publish Christina Zins’ full registration record.