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Joseph W. Spada, CFP®

Summit Financial Resources, Inc.
4 Campus Drive, 2nd Floor
Parsippany, NJ 07054
Tel: 973-285-3600   Direct Line: 973-285-3620
jspada@sfr1.com
www.jspada.com

Also, please visit:
The Summit Wealth Management Solution

Education:
• Kean University, BS Political Science
• College For Financial Planning,
  Certified Financial Planner

Specialization:
• Comprehensive Financial Planning
• Estate Planning
• Family Wealth Counseling
• Investment and Retirement Planning
• Risk Management

Business Experience:
• Managing Director, Member Board of Directors and a
  Senior Owner at Summit Financial Resources, Inc.
• Co-Founder, The Family Wealth Institute, a think tank for
  cutting-edge estate, wealth transfer, income tax,
  investment, retirement, philanthropic and asset protection
  strategies.
• Co-author of the highly acclaimed book “Getting to The
  Heart of The Matter, A Revolution in Estate Planning for
  Wealthy Families.”
• Personally trained over 100 financial advisors.
• Nationally recognized expert and speaker; quoted in
  The New York Times, The Wall Street Journal, Barron's,
  Worth, Investment News, Financial Planning, Consumer
  Reports Money Adviser, Bloomberg TV and CNBC.
• Author of various articles on wealth management and
  personal financial planning issues published by Forbes,
  Worth, Bernards-Ridge Connection and Trenton Times.

Personal:
• Past Founding President of the Morris County Chapter of
  Legatus, an international Catholic business leaders
  organization.
• Trustee/Executive Committee Member for the Tri-County
  Scholarship Fund, which provides scholarships for inner
  city youth.
• Board of Directors member for Several Sources Shelters,
  a non-profit organization that provides assistance and
  shelter to single parent families.
• Member of the Financial Planning Association.
• Confirmation Sponsor for high school students at his
  parish, St. Joseph.
• Resides in Mendham, New Jersey with his wife and
  four sons.
• Joe enjoys family, golf, sports, reading, travel and
  Ferraris.