Kenneth D. Durfee, CFP®

Years Experience:
  • 27

Summit Financial Resources, Inc.

4 Campus Drive, 2nd Floor,

Parsippany, NJ 07054

Tel: 973-285-3600

Direct Line: 973-285-3607

Email: kdurfee@sfr1.com

I have spent my entire professional career at Summit Financial Resources. For over 27 years, I have focused on ensuring the long-term financial security of my clients and helping their families achieve their life goals and objectives.

My clients are high-net worth individuals, many of whom are pharmaceutical, corporate, and Wall Street executives that have complex financial issues who benefit from my coordinated and holistic financial planning approach. I have unique access to a wide range of resources which other advisors might not have. Our in-house professional team is comprised of individuals who have designations including the CFA, CFP®, and CPA, and as well as Estate, Tax and Legal specialists. Combined, this professional team has over 30 years of experience and they serve to help me stay on the cutting edge of planning.

My wife Kelly and I live in central New Jersey and we are the proud parents of our three children.


Specialization

  • Comprehensive Financial Planning
  • Retirement Planning
  • Investment Management
  • Advanced Estate Planning
  • Asset Protection and Risk Management

Business Experience

  • Principal, Summit Financial Resources, Inc.
  • Member of Summit Financial Resources Investment Committee
  • Member of Summit Financial Resources Advanced Planning Committee

Education

  • Kings College, BS Business and Finance concentration
  • College for Financial Planning: CFP®