Broker Check
David Amiot, CFP®, CRPC®

David Amiot, CFP®, CRPC®

Registered Financial Assistant

David began working in the financial field in college as a teller for a local credit union. Once he graduated with a BBA in Finance, he landed a job in the then brand new Fidelity Investments contact center in 2013 where he obtained his FINRA Series 7 and 63 securities licenses. Two years later David transitioned to the Lone Tree branch of Fidelity where he had the opportunity to help clients face-to-face with nearly all of their financial investment needs. While here, he obtained his Series 66, Life Insurance license, CFP® certification and CRPC® designation. David looks forward to working with all of Summit's clients and assists in guiding them along the path to achieve their financial goals.

David was born and raised in Valdosta, GA. He moved to Colorado after college because he wanted a job in his field of study and to be closer to some of the nation’s best rock climbing locations. David is married to his high school sweetheart, Elizabeth, who followed him out here (thankfully!) shortly after her graduation. Together, David and Elizabeth enjoy climbing, hiking, snowboarding, camping and doing pretty much anything outdoors together. David has a brother, sister-in-law, and two little nieces nearby as well. David's parents are still attached to their hometown but like to come out and visit.