Joseph W. Spada, CFP® is a Senior Principal of Summit Financial Resources, Inc. based out of Parsippany, NJ. He also serves on the company’s Board of Directors.
Summit Financial Resources, Inc. is an independent, privately owned financial planning/wealth management firm. Summit’s 230 professional and support personnel are committed to solving problems and maximizing opportunities for their high net worth clientele.
With over 35 years experience advising clients, Joe heads Summit Financial Resource’s leading high net worth wealth management practice. Joe is a nationally recognized specialist on estate, wealth transfer, income tax, investment, retirement, philanthropic and asset protection strategies for high and ultra-high net worth individuals and families.
Joe has made appearances on Bloomberg TV and CNBC, and has been quoted in Barron’s, The New York Times, The Wall Street Journal and Worth Magazine among others. In addition he has written various financial planning articles for national and local publications including Forbes, Worth Magazine, Bernards-Ridge Connection and the Trenton Times. Joe earned his Bachelor’s degree in political science and received his Certification for Financial Planning from the College for Financial Planning.
Specialization:
- Comprehensive Financial Planning
- Estate Planning
- Family Wealth Counseling
- Investment and Retirement Planning
- Insurance/Risk Management
Business Experience:
- Senior Principal 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.
- Personally trained over 100 financial advisors.
- Nationally recognized specialist and speaker; quoted in The New York Times, The Wall Street Journal, Barron’s, Worth Magazine, 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 Magazine, Bernards-Ridge Connection and the 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’s.
- Resides in Mendham, NJ with his wife and four sons.
Interests
Family, golf, sports, reading, travel and Ferraris
Contact Info
Joseph W. Spada, CFP®
Summit Financial Resources, Inc.
4 Campus Drive
Parsippany, NJ 07054
Main Phone: 973-285-3600
Direct Phone: 973-285-3620
Direct Fax: 973-285-7401
Email: jspada@sfr1.com
Securities and Investment Advisory Services offered through Summit Equities, Inc., Member FINRA/SIPC. 20110413-0291
00. New York Times article with my comments on the dangers of rushing into gold and treasuries.
01. The Street Press Release/Joseph W. Spada 2010 Leading Financial Advisor.
03. Wall Street Journal article with information about the new $5M estate tax break.
04. Forbes.com article I wrote on tax-smart investing.
07. Bloomberg article with my advice on ROTH IRA’s.
12. Good Housekeeping magazine with my commentary on mortgage financing.
14. USA Today article with my insight on retirement and IRA planning.
15. WABC New York Press Release /Joseph W. Spada 2009 Leading Financial Advisor.
20. Daily Finance article with my insight on ETF's.
21. Bankrate.com article featuring my advice on how to save in the current market.
24. Boston Globe column with my views on investor sentiment.
25. Fox News piece with my advice to investors coming into large sums of money.
26. Consumer Reports Money Adviser article with my comments on ways to prevent home foreclosures.
32. GO TO MEETING ACCESS
