Gregory Jandoli, CFP®

Years Experience:
  • 25

Summit Financial Resources, Inc.

4 Campus Drive, 2nd Floor

Parsippany, NJ 07054

Tel: 973-285-3600

Direct Line:973-285-3627

Email: gjandoli@sfr1.com

Greg and his wife Danijela have two children.


Education

  • Rider University, BS in Finance
  • The College for Financial Planning

Specialization

  • Comprehensive Financial Planning
  • Advanced Estate Planning
  • Investment and Retirement Planning
  • High Net Worth Strategic Planning
  • Business Succession Planning

Business Experience

  • Principal and Managing Consultant, Summit Financial Resources, Inc.
  • More than 20 years experience in solving problems and maximizing opportunities for high net worth families.
  • Greg's extensive client list includes Wall Street Managing Directors, corporate executives, and business owners.