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Summit Financial Resources, Inc.
4 Campus Drive, 2nd Floor
Parsippany, NJ 07054
Tel: 973-285-3600
Direct Line:973-285-3627
gjandoli@sfr1.com
Gregory Jandoli, CFP®
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.
Personal:
Greg and his wife Danijela have two children.
