Joseph F. Rowek, JD, LL.M

Years Experience:
  • 37

Vice President


Summit Financial Resources, Inc.

4 Campus Drive, 2nd Floor

Parsippany, NJ 07054

Tel: 973-285-3600

Direct Line: 973-285-3688

 

Email: jrowek@sfr1.com

Married with three children; Member of Charitable Society of St. Ann Melkite Catholic Church.


Education

  • LL.M Taxation, New York University School of Law
  • JD, St. Mary's University School of Law
  • BS-Accounting, Fairleigh Dickenson University
  • New Jersey Insurance License, FINRA Series 6 and 7 and Series 24 Securities Principals' License

Specialization

  • Income, Estate, Gift and Generation Skipping Transfer Tax
  • Insurance Structuring
  • Business Succession and Continuity Planning
  • Retirement and Charitable Planning

Business Experience

  • Member of Senior Management at Summit Financial Resources for over 19 years Adjunct Professor of Estate Planning and Retirement Planning at William Paterson University
  • Counsel, Mutual Benefit Life Insurance Company
  • Estate Tax Attorney, Internal Revenue Service
  • Main LaFrentz & Co., CPAs