Kenneth D. Durfee, CFP®

Years Experience:
  • 23

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

More than 21 years of experience specializing in solving problems and maximizing opportunities for high net worth families; Recently published book: Living & Learning – Achieve Retirement and Education Security; extensive client list including Wall Street and corporate executives and business owners; created seminars focusing on Retirement Income Preservation Strategies – providing specialized solutions for retirees; well-integrated support staff including plan design coordinators and marketing specialist; numerous clients both domestically and within the international community. Ken and his wife live in central New Jersey and are the parents of three children.


Education

  • Kings College, Wilkes-Barre, PA, BS Business
  • College for Financial Planning, Certified Financial Planner

Specialization

  • Diversified Comprehensive Financial Planning
  • Sophisticated High Net-Worth Planning
  • Detailed Retirement Planning
  • Investment Management
  • Estate Planning

Business Experience

  • Principal and Managing Consultant, Summit Financial Resources, Inc.
  • Northwestern Mutual, Princeton, NJ
  • Prudential Securities, Princeton, NJ