Andrea L. Orlando, CFP®

Main Office:

Summit Financial Resources, Inc.

4 Campus Drive, 2nd Floor

Parsippany, NJ 07054

Tel: 973-285-3600

Direct Line: 973-285-3653

Email: aorlando@sfr1.com

With 30 years experience in the financial services industry, Andrea specializes in wealth management and helping individuals plan for their goals and retirement.  She works with executives, professionals and entrepreneurs.

Andrea resides in Clinton Township with her husband, Gary.  She has 2 children, Alex and Stephen.  Andrea enjoys Church, Tewksbury Women’s Club, bicycling and hockey.


Specialization

  • Wealth Management
  • Retirement and Income Planning
  • Investment Management
  • Comprehensive Financial Planning

Business Experience

  • B.S. Accounting, Fairleigh Dickinson University
  • Certified Financial Planner™
  • 20 Years Experience
  • Series 7, 63, 65

Awards

  • 5 Star Wealth Management Award
    – 2014
    – 2015
    – 2016
    – 2017