Just click on any name to find out more about our highly qualified financial planners.
Joseph W. Spada, CFP®
The Family Wealth Institute
4 Campus Drive, 2nd Floor
Parsippany, NJ 07054
Direct Line: 973-285-3620
jspada@sfr1.com
www.jspada.com
Main Office:
Summit Financial Resources, Inc.
4 Campus Drive, 2nd Floor
Parsippany, NJ 07054
Tel: 973-285-3600 Direct Line: 973-285-3620
jspada@sfr1.com
Education:
• Kean University, BS Political Science
• College For Financial Planning,
Certified Financial Planner
Specialization:
• Comprehensive Financial Planning
• Estate Planning
• Family Wealth Counseling
• Investment and Retirement Planning
• Risk Management
Business Experience:
• Member Board of Directors and Senior Principal of
Summit Financial Resources, Inc.
• Co-Founder, The Family Wealth Institute, a think tank for
cutting-edge estate, wealth transfer, income tax,
investment, retirement, philanthropic and asset protection
strategies.
• Co-author of the highly acclaimed book “Getting to The
Heart of The Matter, A Revolution in Estate Planning for
Wealthy Families.”
• Personally trained over 100 financial consultants.
• Nationally recognized expert and speaker; quoted in
Barron’s, Worth Magazine, Investment News, Financial
Planning Magazine, Bloomberg TV and CNBC.
Personal:
• Past Founding President of the Morris County Chapter of
Legatus, an international Catholic business leaders
organization.
• Trustee for the Tri-County Scholarship Fund, which
provides scholarships for inner city youth.
• Board of Directors member for the Several Sources
Foundation, a non-profit organization that provides
assistance and shelter to single parent families.
• Member of the Financial Planning Association.
• Confirmation Sponsor for high school students at his
parish, St. Joseph.
• Joe and his wife, Tamara, and their four sons reside in
Mendham, New Jersey.
• Joe enjoys family, golf, travel and reading.
