Primerica Advisors
42yrs
Top advisor by experience in Bountiful
8yrs
Cesar Duenas Sanchez
Financial advisor at Summit Global Investments
Based in Bountiful, Utah, Cesar Duenas Sanchez is a fiduciary financial advisor with 8 years of industry experience. Cesar has been with Summit Global Investments since 2022; before that, Cesar spent two years at Fidelity Personal and Workplace Advisors. Summit Global Investments offers financial planning, investment management, and private fund management and is paid through a percentage of assets and performance-based fees.
One of 110 advisors with offices in Bountiful, and one of 108 fiduciaries.
At a glance
Experience8 years (since 2019)
How that compares ?8 years in the industry
Office620 South Street, Bountiful, UT 84010
How the firm is paid ?Percent of assets, Performance fee, Other
Typical client at the firm ?$88,371
Advisors at the firm101
States licensed ?1 state
Services through Summit Global Investments
Financial planningInvestment management for individuals and small businessesManaging mutual fundsManaging private fundsInvestment management for businesses and institutions
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Career
- 2022 – nowSummit Global Investments, LLCCurrent firm
- 2020 – 2022Fidelity Personal and Workplace AdvisorsPreviously
Contact Cesar
(888) 251-4847Summit Global Investments main office 620 South StreetBountiful, UT 84010Office · Get directions LinkedIn pageSummit Global Investments
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Questions to ask Cesar
Tailored to Cesar’s registration and firm.
- At a firm this size, will I work with you directly or with a service team?
- Your firm can charge performance-based fees. Would that apply to me?
- What does a financial plan with you include, and how often is it updated?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
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About Cesar
How do I contact Cesar?
Call Summit Global Investments at (888) 251-4847 and ask for Cesar Duenas Sanchez. Cesar works from the Bountiful, UT office.
How long has Cesar been a financial advisor?
Cesar has been in the industry since 2019, about 8 years. 8 years in the industry.
What licenses does Cesar hold?
Series 63, Series 66. Tap any license on this page to see what it allows.
Is Cesar a fiduciary?
Cesar is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Cesar paid?
Summit Global Investments reports being paid by a percentage of the assets they manage, a share of investment gains, other fees. Ask Cesar for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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