Brian Barthold, ChFC®

Years Experience:
  • 17

Summit Financial Resources, Inc.


4 Campus Drive
Parsippany, NJ 07054

Tel: 973-285-3600

Direct Line: 973-285-3422

 

Email: bbarthold@sfr1.com

Education

  • American College, Bryn Mawr, PA

Specialization

  • Retirement Planning and Projections
  • Estate Planning
  • Wealth Management

Business Experience

  • United States Marine Corps
  • Morgan Stanley

Professional Designations

  • ChFC® (Chartered Financial Consultant®)

As a Financial Planner, I am dedicated to learning about your personal goals.  Everyone’s economic and life situation is unique, and I keep that in mind when providing financial planning and investment advice. I believe that personalized service focused on your specific needs is essential in creating a clear road map of your financial plan.

Every client is in a different stage of their life: yours might be purchasing a first home, financing a child’s post-secondary education or planning for retirement. I believe a financial security plan must reflect your personal or business situation, and will work to highlight the appropriate products that best fit your goals from an independent/objective perspective.

Once your custom-tailored financial plan is in place, we will continue working together to review your achievements against your goals, ensuring you are comfortable moving forward according to your objectives.

If you have any questions about your plan or about specific financial products, please contact me. I am more than happy to set up a time at your convenience to meet to review your needs and address any questions you may have.