Lawrence Adamo, CLU, CHFC, REBC, CLTC, CFS, AIF

“Acting as a family CFO, we help our clients in their personal and business lives make smart decisions about their planning, so they can spend more time doing what they love and have peace of mind.”

Summit Financial Resources, Inc.

 

Summit Financial Resources, Inc.

4 Campus Drive, 2nd Floor

Parsippany, NJ 07054

Tel: 973-285-3600

Email: ladamo@sfr1.com
  • Member the Financial Planning Association of New Jersey
  • Member the Society of Financial Services Professionals American College
  • Member Metro New York Society of Certified Fund Specialists

Lawrence is passionate about family, charitable causes and of course like many, a golf nut!


Education

  • CLU (Charted Life Underwriter, American College)
  • CHFC (Charted Finanical Consultant,American College)
  • CLTC (Certified Long Term Care, Corporation for Long Term Care)
  • REBC (Registerd Employee Benefits Consultant, American College)
  • CFS (Certified Fund Specialist,Insitute of Business and Finance)
  • AIF (Accredited Investment Fiduciary, Center for Fiduciary Studies associated with University of Pittsburg)

Specialization

  • Wealth Management
  • Retirement planning
  • Estate Planning

Business Experience

  • 30 years experence working with high net worth families and businesses entities of all sizes