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Summit Financial Resources, Inc.
4 Campus Drive, 2nd Floor
Parsippany, NJ 07054
Tel: 973-285-3600
Direct Line: 973-285-3620
jspada@sfr1.com
www.jspada.com
Joseph W. Spada, CFP®
Also, please visit:
The Summit Wealth Management Solution
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:
• Managing Director, Member Board of Directors and a
Senior Owner at 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 advisors.
• Nationally recognized expert and speaker; quoted in
The New York Times, The Wall Street Journal, Barron's,
Worth, Investment News, Financial Planning, Consumer
Reports Money Adviser, Bloomberg TV and CNBC.
• Author of various articles on wealth management and
personal financial planning issues published by Forbes,
Worth, Bernards-Ridge Connection and Trenton Times.
Personal:
• Past Founding President of the Morris County Chapter of
Legatus, an international Catholic business leaders
organization.
• Trustee/Executive Committee Member for the Tri-County
Scholarship Fund, which provides scholarships for inner
city youth.
• Board of Directors member for Several Sources Shelters,
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.
• Resides in Mendham, New Jersey with his wife and
four sons.
• Joe enjoys family, golf, sports, reading, travel and
Ferraris.
