Summit Financial Resources, Inc.
4 Campus Drive
Parsippany, NJ 07054
Tel: 973-285-3600   Direct Line: 973-285-3422
bbarthold@sfr1.com

Brian Barthold

Specialization:
• Certified Investment Advisor
• Investment and Estate Planning
• Certified Insurance Specialist
• Comprehensive Planning for High-Net-Worth Individuals
• Education Funding

Business Experience:
• United States Marine Corp.
• Financial Services Industry - Fourteen (14) Years
• Summit Financial Resources - Seven (7) Years

Personal:
Brian grew up in Pennsylvania but has resided in New Jersey for the past five years. He is an avid sports enthusiast and personally enjoys golf, and skiing. Brian also likes to travel.