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Herbert Millman, ChFC, CLU
Summit Financial Resources, Inc.
4 Campus Drive, 2nd Floor
Parsippany, NJ 07054
Tel: 973-285-3600 Direct Line: 973-285-3648
hmillman@sfr1.com
Specialization:
• Financial Planning
• Portfolio Management
• Retirement Planning
Business Experience:
Began his career in the Life Insurance Industry. Became engaged in the Retirement Planning area in the mid '70s and in Equity Investing, Real Estate Development & Financial Planning with Personal Economics, Inc. as Vice-President 1976-86. President of AMG Financial Services 1986-91. Summit Financial Resources, Inc. 1991-Present.
Personal:
He and his wife Janet have four children and five grandchildren. His personal interests extend to running, skiing, photography and wine.
