Gregory Jandoli, CFP®
Years Experience:
- 25
Summit Financial, LLC
4 Campus Drive, 2nd Floor
Parsippany, NJ 07054
Tel: 973-285-3600
Direct Line:973-285-3627
Email: gjandoli@sfr1.comGreg and his wife Danijela have two children.
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.