Summit Financial Resources, Inc.
4 Campus Drive, 2nd Floor
Parsippany, NJ 07054
Tel: 973-285-3600
Direct Line: 973-285-3606
dxi@sfr1.com

 

 

 

 

 

 

 

 

 

 

David Guangren Xi, MBA

Specialization:
• Comprehensive Financial Planning
• Investment Management
• Estate, Retirement, and Insurance Planning

Business Experience:
• Dun & Bradstreet Corporation - Senior Technology
  Consultant
• American Express Financial Advisors - Personal
  Financial Advisor

Personal:
Married with two children. MIT Club of Princeton, MIT Club of NY, MIT Club of Northern NJ, MIT Sloan Club of NY

David Xi’s Biography:
David Xi has been serving families in the NY/NJ/PA metro area for the last 12 years, helping them grow and preserve their family wealth through cutting edge financial planning techniques. Graduating with a MBA degree from MIT Sloan School in 1993, David first worked for Dun and Bradstreet as a senior technology consultant where he learned the art of finding optimal solution among different strategies, before joining Summit Financial Resources, one of the largest and truly independent financial planning company in the northeast of the US, based in Parsippany, NJ. David specializes in total family wealth counseling, helping families in all areas of their financial planning needs and assisting them to achieve true financial independence. David has published numerous articles on comprehensive financial planning. David’s mission is to serve as chief financial officer for families and it is his firm belief that utilizing proper financial planning principles can have a much bigger impact on our finances than how much money we make. David believes a journey of a thousand miles begins with the first step, and the first step to the journey of our financial independence is proper planning, starting today.

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If you are interested in meeting with David Xi for a complimentary review/analysis session, please contact him by phone at (570) 897-0111 or cell phone at (973) 580-6752 or by e-mail at dxi@sfr1.com.