Summit Financial Resources Inc.
Financial Planners

Alex Panas, CFP®

Summit Financial Resources, Inc.
4 Campus Drive, 2nd Floor,
Parsippany NJ 07054
Tel: 973-285-3600    Direct Line: 973-285-3612
apanas@sfr1.com

Education:
• University of Delaware, BS Finance
• Fairleigh Dickenson University, Certified Financial
  Planning Program

Specialization:
• Investment and Retirement Planning
• Business Retirement Plans
• Comprehensive Financial and Estate Planning

Business Experience:
• Practicing since 1992
• Member of Financial Planning Association
• Member of Estate Planning council of Northern NJ
• Provide employee seminars to corporations

Personal:
Morris Rugby Organization, Board of Trustees and Treasurer. Married with 2 step sons. Enjoys golf, skiing, motorcycling, boating, and scuba diving.

 
 

 

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