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Gregory Jandoli, CFP®, CSA

Summit Financial Resources, Inc.
4 Campus Drive, 2nd Floor
Parsippany, NJ 07054
Tel: 973-285-3600   Direct Line:973-285-3627
gjandoli@sfr1.com

Education:
• Rider University, BS in Finance
• The College for Financial Planning

Specialization:
• Comprehensive Financial Planning
• Estate Planning
• Investment and Retirement Planning
• High net worth strategic planning

Business Experience:
• Principal and Managing Consultant, Summit Financial
  Resources, Inc.
• More than 15 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.