Summit Financial Resources Inc.
Financial Planners

Michele S. Babakian, MBA, CRPC, FPS

Summit Financial Resources, Inc.
4 Campus Drive
Parsippany, NJ 07054
Tel: 973-285-3600   Direct Line: 973-285-4707
E-mail: mbabakian@sfr1.com

Specialization:
• Comprehensive Wealth Management Practice
• Strategic Planning for the Divorce Market
• Unique Investment Strategies
• Retirement Solutions for Individuals and Business
• Estate Planning and Risk Management

Business Experience:
• Vice-President of Wealth Management, office of
  Michael W. Conway, Summit Financial Resources, Inc.
• Head of Strategy, Portfolio Management, MetLife
• Vice-President, Portfolio Management,
  Guardian Life Insurance Co.
• Conducts seminars, lectures, and publishes articles
   on financial topics

Education:
• College of the Holy Cross, BA History
• Fordham University, MBA Finance
• Chartered Retirement Planning Counselor
• Financial Planning Specialist

Personal:
Michele and her husband, Peter, live in Chatham, NJ with their two sons. Michele was honored in 2010 as a Leader in NJ and for her contribution to promoting women's issues by the Women's Fund of NJ. She is a past Board Member and Chairperson of the Investment Committee for the Women's Fund of NJ. Michele is active on the Development Committee of Mt. St. Dominic Academy and is a past PTO member in Chatham, NJ. Michele's interests include golf, skiing, travel and art.

 
 

 

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