David R. Chepauskas, MBA, CFP®

Years Experience:
  • 22

Summit Financial Resources, Inc.

1 Harding Rd, Suite 100

Red Bank, NJ 07701

Tel: 732-389-3242

Direct Line: 732-389-3242 ext. 105

 

Main Office:

Summit Financial Resources, Inc.

4 Campus Drive, 2nd Floor

Parsippany, NJ 07054 973-285-3600

Email: dchepauskas@sfr1.com

Dave and his wife Denise have 3 children and live in Middletown, N.J.

President of Beacon Hill Country Club


Education

  • U.S. Military Academy at West Point, NY, Bachelor of Science
  • University of Georgia, Masters of Education
  • Long Island University, MBA Finance
  • Certified Financial Planner

Specialization

  • Investment Management
  • Estate Planning
  • Insurance Structuring
  • Family Wealth Counseling
  • Comprehensive Financial and Retirement Planning

Business Experience

  • U.S. Army - eleven years, to include assignments at; U.S. Military Academy, Berlin Brigade, 101st Airborne Division supervising 700 plus soldiers with wide varities of occupation specialties.
  • Principal, Summit Financial Resources, Inc.
  • Co-Founder of The Family Wealth Institute
  • Co-author of the highly acclaimed book "Getting to the Heart of the Matter, A Revolution in Estate Planning for Wealthy Families".
  • Guest appearances include CNBC's "Marketwatch" as guest expert on charitable estate planning.
  • Member of the Corporate Leadership Council for the American Cancer Society, Jersey Shore Region.